Is the party over for the RPA M&A market?
How the convergence of wealth & retirement at the workplace could affect the market.
Source: wealthmanagement.com
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How the convergence of wealth & retirement at the workplace could affect the market.
Carlyle is giving a cash infusion to acquisition-hungry Captrust, the latest sign that private equity is still very much interested in RIAs.
Mergers and acquisitions among retirement plan advisers have slowed and are not expected to keep pace with the robust activity of 2021 and 2022.
Convergence Dominates the Financial Advisor M&A Market
Less than half of the top RPAs will survive over the next five years, an expert says.