[ad_1]
Larger rates of interest, unstable markets and new consumers have modified the local weather for mergers and acquisitions within the RIA enterprise. Wealth Administration IQ partnered with MarshBerry Advisors to survey agency homeowners, executives, and advisors as a part of our RIA Edge survey collection.
On this digital discussion board, we’ll share the outcomes of this survey for the primary time and make clear the place RIA companies stand now of their plans for development and what lies forward.
Particularly, the webinar will cowl:
Overview of the M&A market
- Overview of the present market
- Current traits in M&A actions
Key Drivers and Challenges
- Main elements driving M&A exercise
- Challenges and obstacles noticed out there
Valuation and Deal Structuring
- Current traits and anticipated modifications associated to macroeconomic elements
- Drivers of worth
Registrants for the webinar may also obtain a free copy of the 2023 RIA Edge Examine.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Delivered to you by
Produced by
Sponsored by
David Armstrong – Host
Editor in Chief
WealthManagement.com
Kristin Letourneau, PhD
Vice President, Analysis
Informa Have interaction
Kim Kovalski
Managing Director
MarshBerry
Patrick Collins, CFP®, EA
Associate & CEO
Greenspring Advisors
[ad_2]
