2021 set records for deal volumes and valuations, but how much room is left? Advisor Growth Strategies and industry M&A experts discuss what is driving the M&A market and where participants are missing the big picture.
The event begins with a preview of AGS’ RIA Deal Room research and transitions to an exciting panel discussion. Mark Bruno moderates a robust panel discussion that features John Furey (AGS), Marty Bicknell (Mariner Wealth Advisors), and Rush Benton (CAPTRUST) with candid views on the good, bad, and ugly of M&A. The session features fresh views on the new limits of RIA M&A.