Breaking the Cycle | Compensation Strategies That Protect Value & Drive Growth

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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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Close Strong, Start Fast: The Owner’s Year-End Playbook

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

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