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Now Available

2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

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Merger or Sale: Finding the Right Path to Your Exit

August 5, 2026 at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET