The Ground Shifts For Advisor M&A: Results of an RIA Edge Study

iStock-1403479106.jpg Resources>Webinars The Ground Shifts For Advisor M&A: Results of an RIA Edge Study Monday, December 18, 2023 | 12:00 PM ET

Higher interest rates, volatile markets and new buyers have changed the climate for mergers and acquisitions in the RIA business. Wealth Management IQ partnered with MarshBerry Advisors to survey firm owners, executives, and advisors as part of our RIA Edge survey series. 

In this digital forum, we’ll share the results of this survey for the first time and shed light on where RIA firms stand now in their plans for growth and what lies ahead. 
 
Specifically, the webinar will cover: 
 
Overview of the M&A market

  • High-level overview of the current state of M&A activities 
  • Recent trends

Key Drivers and Challenges

  • Primary factors driving M&A activity
  • Challenges/obstacles faced by companies involved in M&A

Valuation and Deal Structuring

  • What are we seeing?
  • What do buyers value most? (drivers of value)

Registrants for the webinar will also receive a free copy of the 2023 RIA Edge Study.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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Originally posted on: https://www.wealthmanagement.com/webinars/ground-shifts-advisor-ma-results-ria-edge-study