Loading Events

« All Events

  • This event has passed.

Virtual-Are You Deal Ready? Assessing M & A in the RIA Industry

Tue, November 15 12:00 pm 1:00 pm

In 2021, M&A deals in the RIA space set a record.  Now that we are in 2022 and there are questions around capital markets and the macroeconomy, what does that mean for deal trends?  The independent wealth management industry has undergone an evolution regarding advisor demographics, operational complexities, and shifts in client servicing driven by clients themselves.  How does this evolution affect M&A trends and activity in the space and what does it mean for you?  If you are an active buyer that has done one or many acquisitions, what do you need to be aware of as you compete in this “seller’s market.”  If you are thinking of selling or are a potential seller down the road, how do you position yourself for the ideal fit with the best partner for your firm and clients? 

Let’s unpack all of this together during Alaris Acquisitions “Are You Deal Ready?” presentation for executives of RIA businesses. 

Free CFA NC Members