Here are 4 topics covered in the report and much more:
- 2025 was a record year for RIA M&A volume – Explore last year’s record 349 deals announced, up 26%, with activity peaking in Q3.
- Succession pressure is intensifying – Stay informed on how advisor aging plus higher valuations are making internal transitions harder, pushing more firms toward external buyers.
- Scale is increasingly required to meet rising demands – Learn how client expectations are shifting toward deeper planning, while compliance, cybersecurity and tech costs keep rising.
- Sponsor-backed platforms are leading and broadening the playbook – Delve into how private equity-backed buyers drove most deals and expanded into tax and adjacent capabilities like trust, OCIO and retirement.