2019 Advisor M&A Review Infographic

2018 was another exciting year for the financial services industry with increased RIA and broker-dealer consolidation, changes in compliance and the Fiduciary Rule, and an ever expanding array of financing options — all of which had an impact on the value of RIA and IBD practices. This infographic shares some of the 2018 highlights in addition to what we shared in SRG’s live webcast.

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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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