If you have trouble viewing this email, read the online version | Add to Safe Sender List
The Ground Shifts For Advisor M&A:
Results of an RIA Edge Study
DATE:
Monday
December 18, 2023
TIME:
12:00 PM ET
9:00 AM PT
DURATION:
60min
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

  • Overview of the current market
  • Recent trends in M&A activities

Key Drivers and Challenges

  • Primary factors driving M&A activity
  • Challenges and obstacles observed in the market 

Valuation and Deal Structuring

  • Recent trends and expected changes related to macroeconomic factors
  • Drivers of value

Many of your peers have already RSVPd. Will you be joining us as well?

✔️ YES, I'll see you December 18th at 2 PM ET!
❌ Not available, but send me the recorded version!

Registrants for the webinar will also receive a free copy of the 2023 RIA Edge Study. 
EARN CE CREDIT
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits
have been applied for and are pending approval.
Featured Speakers
 
David Armstrong - Host
Editor in Chief
Wealth Management.com
Kristin Letourneau, PhD
Vice President, Research
Informa Engage
Kim Kovalski
Managing Director
MarshBerry
Patrick Collins, CFP®, EA
Partner & CEO
Greenspring Advisors
Not able to attend the live event?
Archived versions of webinars from WealthManagement.com are available
for viewing On Demand shortly after broadcast. Register today and you will
receive an email with login instructions as soon as the replay is available.
SPONSORED BY
POWERED BY

LinkedIn spacer LinkedIn spacer Twitterspacer WealthManagement.com Real Estate
 

Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.

WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement