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
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