2017 Advisor M&A Highlights

2017 was another exciting year for the financial services industry with increased RIA and advisor consolidation, changes in compliance and the Department of Labor Fiduciary Rule, and the tax reform —  all of which had a direct/indirect impact on the value of RIA and advisory practices. This infographic shares the 2017 highlights in addition to what we shared in SRG’s live webcast.

 

To learn more about advisor values, M&A activity, compliant entity structure or succession plans, please contact us at info@successionresourcegroup.com.

 

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