Stay informed with the latest news and trends shaping the financial advisory landscape. From M&A activity to succession planning, we curate the insights that matter most to advisors.
December 19, 2024 | InvestmentNews
RIA mergers and acquisitions reached a record 269 transactions in 2024, surpassing the previous year's high. The fourth quarter was particularly active with 78 transactions, driven by rising stock markets and increased competition.
March 31, 2025 | Wealth Management
The median-adjusted EBITDA multiple for RIAs reached 11.0 in 2024, representing a 37.5% increase from 2020. Over 40 buyers are actively seeking RIA acquisitions, creating competitive market conditions.
July 22, 2025 | Wealth Management
Over 105,000 financial advisors are expected to retire in the coming decade, yet many are delaying critical succession planning. Experts recommend starting the process 5-10 years before retirement.
January 2025 | Carlton Fields
The DOL's Retirement Security Rule remains in legal limbo with federal court stays preventing implementation. With the new administration, the rule's future is uncertain and may be abandoned entirely.
December 2024 | Wealth Management
AI conversation co-pilots are becoming the most practical AI application for advisors. Over 90% of asset managers are using AI tools, with generative AI usage jumping from 55% to 75% in 2024.
January 16, 2025 | Financial Planning
The wealth management sector experienced record M&A activity in 2024 with major deals involving firms managing billions. Experts anticipate continued growth in 2025 driven by regulatory changes.
January 2025 | InvestmentNews
Advisors are prioritizing succession planning, technology implementation, and client communication in their 2025 goals. Many are focusing on revenue-generating activities and eliminating administrative tasks.
December 12, 2024 | ThinkAdvisor
Key valuation drivers include organic growth rates, client demographics, and technology integration. Buyers are becoming more selective, focusing on firms with sustainable growth and strong succession plans.
March 28, 2024 | ThinkAdvisor
Key trends include AI adoption, focus on holistic advice delivery, and the continuing movement toward independence. Technology is enabling advisors to eliminate non-revenue generating activities.
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