Nick Asmus, CEO of Berger Financial Group joins Scott Wetzel and Mike Langford for a conversation about Berger's latest acquisition and what Nick and his team have learned since his first appearance the podcast back in 2021.

Jeff Benjamin, Wealth Management Editor and Journalist at etf.com joins Katie Bruner, President of SkyView Holdings and Mike Langford for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses.

Jeff recently interviewed Katie for an article titled "Financial Planners' M&A Drops as Rates, Uncertainty Jump" to get a sense of how the M&A market in 2023 was rounding out. And as you'll hear in this expanded conversation on the topic, the market continues to be dynamic and vibrant across a variety of segments.

Katie Bruner, President of SkyView Holdings joins Aaron Hasler and Mike Langford for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry.

This episode builds on the recent article Aaron and Katie co-authored for WealthManagement.com by the same title. Katie, Aaron, and Mike explore the fundamentals for RIAs and independent financial advisory businesses who are looking to buy or sell a business in today's environment.

The trio also shine a light on some of the evolving needs of today's wealth management firms and why these needs are fostering a new type of acquisition behavior. One driven primarily by the need to acquire talent.