Managing the Squeeze: How Advisors Can Navigate a Compressing Industry, Build Firm Value and Prepare for the Future
The meeting of market conditions and appetite has led to 2021 being the busiest period in retirement advisory firm M&A history, with more than 45 deals already completed heading into the fourth quarter. In this webinar, hear how to leverage this trend and what to expect in 2022.
Our expert panel, representing multiple industry perspectives, will discuss:
Drivers of retirement and wealth industry consolidation
Best practices from active acquirers
Impacts to independent firms
Opportunities for building firm value from within