Why M&A in the Wealth Management Industry Has Remained Resilient

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.