Passed event: CFA Society New York: M&A in the Wealth Management Industry, 28.1.2022

Members event

date & time

28/1/2022 1.30-2.35 am EET

Attendance fee: USD 10

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors. This rapidly developing niche presents a variety of opportunities for both investors and owners of RIAs, as industry changes have begun to affect the custody space, the emergence and application of new technologies, and generational transitions within firms.

This informative panel discussion will focus on the factors leading to an ongoing pipeline of active transactions, featuring a range of representative voices. There are many steps required to successfully merge firms’ systems and cultures into something greater than the sum of its original parts; panelists will address these steps, while also offering perspective on the greater implications of continued consolidation within the broader financial space.

Remember that due to the challenging webinar scheduling, you can always watch the webinars afterwards on the CFA NY platform.