Mark Bruno joins Jeff and Bruce to kick off 2021 with a detailed look at mergers and acquisitions in the RIA space, including trends, outlooks, private equity and tips for sellers
2:00 — Big picture on M&A in the RIA space
5:30 — What's driving the increase in M&A?
9:00 — Deal structures in the current M&A environment
16:00 — Looking at valuations in the sector
19:00 — The public market option for RIAs - does it work?
24:30 — Why private equity may be as or more appealing to RIAs as public markets
27:00 — CI Financial's model and strategy
31:00 — How small firms fit in the current market
34:30 — What are buyers looking for?
37:00 — M&A outlook for 2021
Related Article: Not even a global pandemic could derail RIA M&A momentum
Guest Bio: Mark Bruno is a managing director at Echelon Partners, an investment banking, management consulting and valuation specialist to the wealth management industry.
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
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Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.
Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.
