A rebound in capital markets and stabilizing interest rates set the backdrop for growth among wealth management firms in 2023. This growth – coupled with optimism for the year ahead – has many organizations thinking about how they can benefit from mergers and acquisitions (M&A). Dealmaking has already been active since the start of the year, and even more firms expect to engage in M&A in the coming months, driven by a widespread desire to grow and increase firm competitiveness by growing and adding new capabilities. Join us as we discuss how wealth advisors view the M&A market and how the market is evolving for transactions in 2024. Topics will include:

• The future of firm valuations.
• The Wealth Advisor's Perspective on the Dealing Environment.
• Factors driving interest in M&A.
• Who stands to profit the most as wealth managers look to make deals.

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Produced by

Sponsored by

David Armstrong – Moderator
Executive Director of Content
WealthManagement.com

Christine Letourneau, PhD
Vice President, Research
Informa Engage