
Sign up to save your podcasts
Or


What's really driving mergers and acquisitions in the financial advice industry today? In this episode, Dimensional's Head of Practice Management, Catherine Williams, is joined by Chris Frieden and Brian Hamburger for a conversation on M&A, succession planning, and the role of outside capital in the industry. They unpack how buyer expectations are evolving, why preparation matters long before a transaction, and where firm owners can create or protect long-term value. The discussion offers practical perspective for advisors thinking about growth, transition, or independence in an increasingly competitive landscape.
By Dimensional Fund Advisors4.7
2323 ratings
What's really driving mergers and acquisitions in the financial advice industry today? In this episode, Dimensional's Head of Practice Management, Catherine Williams, is joined by Chris Frieden and Brian Hamburger for a conversation on M&A, succession planning, and the role of outside capital in the industry. They unpack how buyer expectations are evolving, why preparation matters long before a transaction, and where firm owners can create or protect long-term value. The discussion offers practical perspective for advisors thinking about growth, transition, or independence in an increasingly competitive landscape.

16,059 Listeners

521 Listeners

2,184 Listeners

193 Listeners

2,386 Listeners

2,171 Listeners

2,037 Listeners

477 Listeners

4,983 Listeners

938 Listeners

348 Listeners

243 Listeners

3,036 Listeners

29,292 Listeners