Summary:As the wealth management industry continues to age, the number of advisory firms that will be transitioned due to succession planning or principal retirement is expected to increase dramatically. In fact, 2015 was the largest year on record for RIA mergers and acquisitions, with 2016 predicted to have even more.
 Industry experts all agree that there will be a growing demand for ownership transitions to ensure the continuity of the wealth management space. To take advantage, growth-minded firms will need to better equip themselves in the operational aspects involved or risk missing out on this once-in-a-generation opportunity."Matt Sonnen, CEO, PFI Advisors.
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