A rebound in fairness markets and stabilizing rates of interest set the background for progress amongst wealth administration companies in 2023. This progress—coupled with optimism concerning the yr forward—has many organizations contemplating how they may profit from mergers and acquisitions (M&A). Dealmaking has already been energetic because the yr begins, and much more companies count on to have interaction in M&A within the months forward pushed by a widespread want to develop and improve agency competitiveness by scaling up and including new capabilities. Be part of us as we focus on how wealth advisors view the M&A market and the way the marketplace for transactions is evolving in 2024. Subjects will embody:
- The way forward for agency valuations.
- Wealth advisor outlook for the dealmaking atmosphere.
- The components driving curiosity in M&A.
- Who’s poised to advantages most as wealth managers look to make offers.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Produced by
Sponsored by
David Armstrong – Moderator
Govt Content material Director
WealthManagement.com
Kristin Letourneau, PhD
Vice President, Analysis
Informa Interact
