David vs Goliath RIA M&A: $100 Million & $100 Billion Dollar FirmsAFO|Wealth Management Forward
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David vs Goliath RIA M&A: $100 Million & $100 Billion Dollar Firms
Rory and Rob speak with Charles Paikert of Barron’s Advisor and The Family Wealth Report about the latest RIA M&A activity. In this episode, Charles gives insight into the continued RIA activity in light of a looming recession. Listen as they discuss why Private Equity and the large consolidators love the RIA model of recurring revenue, low overhead, a fragmented market, strong cash flow, and high margins. Discover why the 2022 market decline is helping firms who are able to offer equity, allowing buyers to participate in the market rebound. Do you want to know what firms are doing to attract top talent? How are the David’s of the world competing with the Goliath’s? Find out the answer to these questions and more in this latest episode with longtime industry observer Charles Paikert!