What RIA Consolidators Will Be Looking For in 2025
Bigger is better only when growth is good.
by Jeff Nash, Founder & CEO, Bridgemark Strategies
Published February 4 on wealthmanagement.com
This year is poised to usher in a number of changes within the wealth management industry – some inconsequential, others impactful, most somewhere in between. For example, industry-wide concerns, including the demographics-driven shortage of advisors and increased demand for advice resulting from the Great Wealth Transfer, will give rise to innovative solutions that deliver personalization at scale.
Many things will remain the same, such as the outsized role private equity continues to play within the RIA M&A space (within a strong macroeconomic ecosystem, it could surpass last year’s impressive numbers). However, I do anticipate a shift in PE’s approach to dealmaking. The nature of consolidation in our industry is changing.......Read More