RIA M&A
Deals, valuations, earn-outs, succession and breakaways: the business of buying and selling advisory firms. Picked by our desks.
1 video or podcast · new this week: 1
Editor’s choice
RIA Edge Podcast: Scaling RIAs While Preserving Advisor Control with Jim Dickson
Why it matters
It gives advisors and ria-ma watchers a look at one minority-capital model that is pitched as letting founders keep ownership and decision-making control while gaining growth resources. The segments on data infrastructure and private-market access touch on operational questions firms face when weighing outside investment or expanded investment offerings.
Picked by the ria m&a deskRIA M&A
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