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RIAs Sell for Record Amounts in Orgy of Consolidation - Brandon Kawal
On this episode of Talking Wealth, Michael Batnick is joined by Brandon Kawal, Partner at Advisor Growth Strategies, to break down the findings of their highly anticipated RIA Deal Room report. Brandon shares a behind-the-scenes look at today’s red-hot RIA M&A landscape, where deal volume and valuations are at all-time highs, but buyers are more selective than ever. We explore what’s driving record multiples, how the most successful firms are differentiating themselves in a crowded market, and what both buyers and sellers need to know to create lasting value. Whether you’re an advisor considering a sale, building for the future, or simply curious about the forces shaping wealth management, this episode offers sharp insights and actionable takeaways from one of the industry’s leading thinkers.
This episode is sponsored by Innovator ETFs. Visit: https://www.innovatoretfs.com/pdf/dd_product_brief.pdf to learn more.
For more from The Unlock, sign up at: https://www.advisorunlock.com/
Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation
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By The CompoundOn this episode of Talking Wealth, Michael Batnick is joined by Brandon Kawal, Partner at Advisor Growth Strategies, to break down the findings of their highly anticipated RIA Deal Room report. Brandon shares a behind-the-scenes look at today’s red-hot RIA M&A landscape, where deal volume and valuations are at all-time highs, but buyers are more selective than ever. We explore what’s driving record multiples, how the most successful firms are differentiating themselves in a crowded market, and what both buyers and sellers need to know to create lasting value. Whether you’re an advisor considering a sale, building for the future, or simply curious about the forces shaping wealth management, this episode offers sharp insights and actionable takeaways from one of the industry’s leading thinkers.
This episode is sponsored by Innovator ETFs. Visit: https://www.innovatoretfs.com/pdf/dd_product_brief.pdf to learn more.
For more from The Unlock, sign up at: https://www.advisorunlock.com/
Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation
Learn more about your ad choices. Visit megaphone.fm/adchoices