RIA M&A Industry Leader Roundtable

Join us for a pivotal discussion on the current trends and future directions of Mergers and Acquisitions within the RIA industry. While we're finalizing our lineup of esteemed speakers, this event promises to delve into the critical aspects heating up the M&A landscape in the RIA sector. We aim to cover a variety of essential topics, including valuation metrics, strategic considerations for both buyers and sellers, the role of technology in facilitating deals, and the impact of regulatory changes on M&A activities.This seminar provides an excellent opportunity for industry professionals, advisors, and investors to gain deep insights into the dynamics of M&A in the RIA industry, offering both a broad overview and specific, actionable intelligence. Stay tuned for the announcement of our expert panel, which will bring together leading minds to explore these significant issues and more, offering a comprehensive look at the state of M&A within the RIA domain.
CFA Indy Society and ACG Members get in free with promo code.

Host or Publisher CFA Society of Indianapolis