Mark Bruno joins Jeff and Bruce to kick off 2021 with a detailed look at mergers and acquisitions in the RIA space, including trends, outlooks, private equity and tips for sellers
2:00 — Big picture on M&A in the RIA space
5:30 — What's driving the increase in M&A?
9:00 — Deal structures in the current M&A environment
16:00 — Looking at valuations in the sector
19:00 — The public market option for RIAs - does it work?
24:30 — Why private equity may be as or more appealing to RIAs as public markets
27:00 — CI Financial's model and strategy
31:00 — How small firms fit in the current market
34:30 — What are buyers looking for?
37:00 — M&A outlook for 2021
Related Article: Not even a global pandemic could derail RIA M&A momentum
Guest Bio: Mark Bruno is a managing director at Echelon Partners, an investment banking, management consulting and valuation specialist to the wealth management industry.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
