-
27Jan 2022
Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors.
This rapidly developing niche presents a variety of opportunities for both investors and owners of RIAs, as industry changes have begun to affect the custody space, the emergence and application of new technologies, and generational transitions within firms.
This informative panel discussion will focus on the factors leading to an ongoing pipeline of active transactions, featuring a range of representative voices. There are many steps required to successfully merge firms’ systems and cultures into something greater than the sum of its original parts; panellists will address these steps, while also offering perspective on the greater implications of continued consolidation within the broader financial space.
Conference website
Webinar 27 Jan 2022: M&A in the Wealth Management IndustryCategory
Listed in: Other Institutions Conferences, Private Wealth and Family Offices Conferences, Institutional Asset Managers Conferences, Investment Process Conferences, Asset Allocation and TAA Conferences, Markets Outlook Conferences, Global Strategy Outlook Conferences, Alternative Asset Classes Conferences, Private Equity and VC Conferences.