RIA Valuations: Take a "look under the hood"

RIA Valuations: Take a "look under the hood"
Earn CE credits by attending Tuesday's free virtual event which hones in on the key factors affecting the valuation of an RIA firm.
SEP 23, 2024
By 

In this ever-evolving landscape, what exactly impacts the value of an RIA firm? Is it growth? Scalable models? Efficient operations? Or a perfect blend of all three?

In InvestmentNews’ upcoming edition of the RIA Lab series, our panel of experts will address the most common and most complex concerns RIA firms are voicing right now. This session will delve deep into issues such as;

  • How recurring revenue, such as fee-based advisory services, are valued more positively
  • How being an RIA versus a BD advisor impacts valuation
  • The importance of a well-defined succession plan, alongside an experienced and credentialed team of advisors, when attracting potential buyers   

So, why not take a ‘look under the hood’ of RIAs to better understand how the growth, profit, and risk profiles of your practice can impact its value. And, as an added bonus, this session has been approved for 1.5 CE credits from the CFP Board and from the Investment & Wealth Institute.

 

Latest News

JPMorgan tells fintech firms to start paying for customer data
JPMorgan tells fintech firms to start paying for customer data

The move to charge data aggregators fees totaling hundreds of millions of dollars threatens to upend business models across the industry.

FINRA snapshot shows concentration in largest firms, coastal states
FINRA snapshot shows concentration in largest firms, coastal states

The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.

Why advisors to divorcing couples shouldn't bet on who'll stay
Why advisors to divorcing couples shouldn't bet on who'll stay

Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.

SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives
SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives

With more than $13 billion in assets, American Portfolios Advisors closed last October.

William Blair taps former Raymond James executive to lead investment management business
William Blair taps former Raymond James executive to lead investment management business

Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.