February 25, 2024

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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:
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