Why So Many Wealth Managers Are Contemplating M&A

A rebound in fairness markets and stabilizing rates of interest set the background for progress amongst wealth administration companies in 2023. This progress—coupled with optimism concerning the yr forward—has many organizations contemplating how they could profit from mergers and acquisitions (M&A). Dealmaking has already been lively because the yr begins, and much more companies count on to have interaction in M&A within the months forward pushed by a widespread want to develop and improve agency competitiveness by scaling up and including new capabilities. Be part of us as we talk about how wealth advisors view the M&A market and the way the marketplace for transactions is evolving in 2024. Subjects will embody:

• The way forward for agency valuations.
• Wealth advisor outlook for the dealmaking surroundings.
• The components driving curiosity in M&A.
• Who’s poised to advantages most as wealth managers look to make offers.

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

Produced by

Sponsored by

David Armstrong – Moderator

Government Content material Director

WealthManagement.com

Kristin Letourneau, PhD

Vice President, Analysis

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