RIAs Q2 2022 Update – Consolidation Overview & H2 2022 Outlook

  • Private Equity
  • Financials
  • North America


Former senior executive at Mercer Advisors Inc


  • 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


Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited