Friday, November 11, 2022
HomeWealth ManagementRIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A

RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A


Sponsored by

schwab-advisor-services-ria-edge-logo.png

RIA mergers and acquisitions have been re-shaping the business for the final a number of years. However after years of report deal-making exercise, how have the declining market circumstances and rising rates of interest impacted RIA M&A in 2022?

On this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Administration, speaks with Raj Bhattacharyya, CEO of Robertson Stephens, on the most recent traits within the M&A market and the way a rise in offers inside the previous 12 months may impression the long run wants and needs of consumers.

Particularly, Mark and Raj focus on:

  • The first drivers and adjustments in 2022 M&A exercise ranges
  • How the varieties of offers and consumers are prone to evolve in 2023
  • The place Robertson Stephens sees alternative within the RIA market
  • Key questions all sellers or potential sellers ought to ask potential consumers throughout a deal course of

RELATED ARTICLES

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Most Popular

Recent Comments