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Freeing Advisors to Build the Practice of Their Dreams
RIAs Sell for Record Amounts in Orgy of Consolidation - Brandon Kawal
Talking Wealth
26 minutes
1 month ago
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.
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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.
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Talking Wealth
Freeing Advisors to Build the Practice of Their Dreams