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August 2020

2020 Advisor M&A Mid-Year Review (Waddell & Reed)

August 11 @ 1:00 pm - 2:00 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

SRG’s annual mid-year M&A review will discuss the most interesting and noteworthy trends in the advisor M&A market. The first half of 2020 has proven to be anything but normal, and the M&A market for advisors continues to respond to the numerous challenges thrown at advisors in the last 6-months, including volatile markets, Reg BI, and COVID-19. Succession Resource Group takes a deep dive into advisor deals done thus far in Q1 and Q2, how they were impacted, how financing…

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