Optimism in the Face of Market Uncertainties

According to the latest Wealth Management IQ research, the market for advisory firms sizzled in 2022 – with some 70% of respondents saying their firm explored an acquisition, sale or merger on some level – and financial advisors are optimistic about the value of their firm and its growth prospects in 2023.

At the same time, they recognize that higher interest rates and a decline in asset values may lower valuations generally and tilt the advantage to buyers.

Want to learn more? Download the report to see the key findings of the survey – and get an understanding of the forces that are driving advisory firm M&A, the challenges the advisory businesses face, and the importance of technology and human resources as factors shaping the delivery of advice.

Sponsored by