Research
FORUM TRANSCRIPT

RIAs Q2 2022 Update – Consolidation Overview & H2 2022 Outlook

  • Private Equity
  • Financials
  • North America
PREMIUM

Specialist

Former senior executive at Mercer Advisors Inc

Agenda

  • Operating environment for RIAs (registered investment advisors) – impact of equity market volatility and a potential recession
  • RIA aggregators’ competitive dynamics – Focus Financial (NASDAQ: FOCS), Hightower, Dynasty, Mariner and others, including entry of newer platforms and technology dynamics
  • M&A market, highlighting where multiples are trending
  • Outlook for H2 2022 and beyond, noting potential for fee pressures or regulatory risks

Questions

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