Here's how to take advantage of the hot M&A market for RIAs

Harris Baltch, head of M&A and capital strategies at Dynasty Financial Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain why the RIA M&A environment remains hot, as well as offer advice to buyers and sellers to ensure a successful transaction.
  • Jul 22, 2025

Harris Baltch, head of M&A and capital strategies at Dynasty Financial Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain why the RIA M&A environment remains hot, as well as offer advice to buyers and sellers to ensure a successful transaction.

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