Summary: In our most recent Wealth Management M&A Transaction report, we identified three core ingredients that large RIA acquirers are looking for: adding next-generation talent to their employee base, expanding into new geographies and building density in specific markets to increase scale and efficiencies.
 What’s next for you? Will you sell and stay involved, or sell and move on… perhaps to work on your own signature dish. M&A activity in the wealth management industry is just starting to heat up. It may be time to get serious about selling while your firm still looks appetizing to buyers. ."David Canter, Executive Vice President, Head of the Registered Investment Advisor Segment, Fidelity Clearing & Custody . |
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