How M&A is Impacting the Evolution of Wealth Management

Sponsored Content Practice Management How M&A is Impacting the Evolution of Wealth Management Watch as Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.

 

Sponsored by

Cambridge_50-Black.png

In our latest FastChat video interview, Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.

Some of the questions that are addressed:

  • Will Private Equity continue to have a big impact in financial services?
  • What impact has the spike in interest rates had on valuations and deal making?
  • What factors go into valuation?
  • Is everything valued off gross revenue or when is EBITDA or a Discounted Cash Flow valuation appropriate?
  • More than half of financial advisors lack a continuity plan, why do you think we as an industry who’s job is to plan for their client’s financial futures fail to plan for their own?
TAGS: Business Planning 0 comments Hide comments Comment * Switch to plain text editor

More information about text formats

Text format CommentsPlain text Comments
  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>
Plain text
  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
PublishLog in or register to comment Save Leave this field blank Related Sponsored

Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.

Originally posted on: https://www.wealthmanagement.com/practice-management/how-ma-impacting-evolution-wealth-management