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Industry leaders discuss M&A trends at RIA Summit 2022
2022 is on pace to be another record year for adviser M&A, but the market is becoming more competitive.
Acquisition pushes Sequoia Financial over $10 billion
The Ohio-based advisory firm adds its second Buckeye State RIA this year with the purchase of NCA Financial Planners.
Remote work could be Covid-19’s lasting impact on wealth management
Productivity doesn't have to suffer when employees are not directly under the manager's thumb, according to recent research by the consulting firm DeVoe & Co.
Record 101 RIA transactions took place in first half
Aging owners and a lack of succession planning are driving the M&A activity, DeVoe says.
Not even pandemic can derail record level of RIA consolidation
The slowdown in March turned out to be just brief bump in the road for buyers and sellers in the wealth management space.
As M&A activity ramps back up, RIAs need to bone up on the details
Independent advisers want to do deals, but many confess they aren't really prepared to do so
RIAs may be heading for a ‘succession planning crisis’
Advisers are not planning for a transition in leadership despite a lack of confidence in the next generation, according to new research
