Trends and Tactics to Drive Growth
| | | Why So Many Wealth Managers Are Considering M&A |
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| | TIME:
4:00 PM ET
1:00 PM PT |
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A rebound in equity markets and stabilizing interest rates set the background for growth among wealth management firms in 2023. This growth—coupled with optimism about the year ahead—has many organizations considering how they might benefit from mergers and acquisitions (M&A). Deal making has already been active as the year begins, and even more firms expect to engage in M&A in the months ahead driven by a widespread desire to grow and increase firm competitiveness by scaling up and adding new capabilities.
Join us as we discuss how wealth advisors view the M&A market and how the market for transactions is evolving in 2024.
Many of your peers have already RSVPd. Will you be joining us as well?
✔️ YES, I'll see you May 3rd at 4 PM ET! ❌ Not available, but send me the recorded version!
Topics will include: The future of firm valuations Wealth advisor outlook for the deal making environment The factors driving interest in M&A Who is poised to benefits most as wealth managers look to make deals |
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CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | Jeff Vivacqua President, Growth and Development Cambridge Investment Group, Inc. |
| | | Kris Emick First Vice President, Succession & Acquisition Solutions Cambridge Investment Group, Inc. |
| | | Kristin Letourneau, PhD Vice President, Research Informa Engage |
| | | David Armstrong - Moderator Executive Content Director WealthManagement. com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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