Wealth Management is part of the Informa Connect Division of Informa PLC
This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC’s registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
Oct 04, 2022
Mergers and acquisitions (M&A) have transformed the wealth management industry.
Compared to those who responded to the question in the first quarter, third-quarter respondents were somewhat more likely to have reported participating in a merger, acquisition or other type of ownership transaction in the past two years.
This heightened level of activity serves to corroborate reports in the trade press of a high number of M&A transactions so far in 2022, although the pace of such transactions among RIA firms seems to be cooling.
In this report reviews the recent trend in:
Brought to you by
Download the full report.