Will M&As remain a strategic growth lever for RIAs?

Many founders of RIA firms have devoted so much of their careers ensuring the success of their clients that they have neglected to ensure the long-term viability of their own advisory firm. If this sounds familiar, now may be the time to proactively weigh the benefits that a merger, acquisition or tuck in could offer your business. Learn more:

• Read Pershing’s latest whitepaper.
• Watch a replay of our webcast: “How RIAs Can Jump their Growth Curve: Inorganic Growth.”
• Listen to our Zoom In podcast featuring Ben Harrison and Raymond James’ Liz Nesvold for a deep-dive discussion on M&A industry trends.

– Sean Keenan, Director, BNY Mellon | Pershing