Added on December 2023 in M&A Issues
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Summary: Wealth management M&A momentum is accelerating at the end of 2023, as the macroeconomic headwinds that threw dealmaking off its previous record-breaking pace recede into calmer air.
Added on August 2023 in M&A Issues
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Summary: Clearly, there has been a broad slowdown in mergers and acquisitions globally. But the picture is less straightforward when it comes to M&A in the wealth management space, where a 2023 slowdown is hotly debated.
Added on June 2023 in M&A Issues
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Summary: Before RIAs engage in merger and acquisition activity, they must have solid organic growth. This was the view of a three-member panel organized by New York-based public relations firm JConnelly to discuss growth strategies for financial advisory practices.
Added on April 2023 in M&A Issues
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Subject: The dynamics are shifting in the RIA M&A space, and recent events will likely spur a rise in small aggregators merging or selling to larger enterprises, argues NewEdge Advisors’ Alex Goss.
Added on September 2022 in M&A Issues
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Summary: The RIA industry looks different today than it did in 2019, before the onset of the pandemic. A new study from DeVoe & Co. finds that the long-term ramifications of COVID-19 on employees’ well-being, talent management and workplace culture are still unfolding. Recovery is taking place against a backdrop of global economic and market uncertainty.
