Thank you to Nasdaq for sharing my thoughts on how dealmaking in M&A is continuing to evolve, including the rise of private equity as a factor in #RIA M&A. More: nasdaq.com/articles/top-t…

While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at RIA Edge!>> spr.ly/6017O7TDJ #RIAEdge

Congratulations to two fantastic firms Savant Wealth Management and The Relaxing Retirement Coach The Retirement Coach on their new partnership! AGS is proud to have served as The Relaxing Retirement Coach's transaction advisor. We look forward to seeing your future success together!

Existing #RIAs will need to consider the implications of firms entering the market and how best to remain competitive and attractive. Brandon Kawal has five ways to stay competitive with Wealth Management: wealthmanagement.com/business-plann…

Thank you to Bob Huebscher for having me on the Gaining Perspective podcast for VettaFi | Advisor Perspectives to discuss the role of private equity within the #RIA space. Listen to VettaFi: advisorperspectives.com/podcasts/2023/…

As the big RIAs get bigger, carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. stevesanduski.com/bnas-john-fure… John Furey

Great to catch up with Steve Sanduski, CFP® on his podcast, Between Now and Success, to discuss the changes in the #RIA industry, and what happened 15 years ago that created a boom of new RIA firms, including the start of Advisor Growth: open.spotify.com/episode/3Bvdbf…

Thank you to Bruce Kelly Bruce Kelly for having me on the InvestmentNews podcast with Ron Carson @rchusker to catch up and discuss the current wealth management ecosystem. Listen in: investmentnews.com/podcasts/the-i…

Brophy College Preparatory Alumni Isaiah Oliver Josh Garcia FINAL Brophy 31, Cathedral Catholic 21 - Honor Bowl Champs. Connor Furey seals it with 13 seconds left.

Looking forward to hearing Brandon Kawal on stage at @FutureProofAC. Catch him discussing M&A on Monday 12:30 – 1:10 PM PT at the Surf City Stage. Let us know if you'll be there!

Avoiding the 'loveless marriage' of a bad M&A deal Financial Planning - Read full article: financial-planning.com/news/avoiding-…

Unfortunately, the clients of the advisors are the ones that suffer the most with all the uncertainty. RIABiz riabiz.com/a/2023/10/4/go…

John Furey (John Furey) is looking forward to moderating this panel discussion with Harris Baltch (Dynasty Financial Partners), Mike LaMena (@Wealthspire), Dave Mrazik (Merchant), and Nick Engelbert (Carson Wealth) at IMPACT®2023. Join us next Thursday! #SchwabIMPACT Schwab4RIAs

The AGS team had a great time at #SchwabIMPACT -- hats off to Schwab4RIAs for a great event. Thank you to everyone came by the booth or attended John's session. If you were able to score an AGS hat, tag Advisor Growth or John Furey when you wear it! #schwabimpact

There is three parts to a game and Special Teams is 1 of them Region champs Brophy Football Brophy Athletics Kyle Vanden Bosch Duncan Viscum Thomas Donkerbrook Eddie Jetton ‘24 (K/P) @ConnorFurey9 AlexZendejasKicking&Training 🙏❤️

Awesome to be at the #msum23 conference this week. Industry leaders talking about change. “Integration must happen. Data is the most important component of the future”. Brian Hamburger Shirl Penney BNY Pershing

Tune in LIVE to Nasdaq #TradeTalks today at 1:15pm ET for a segment with Advisor Growth Partner Brandon Kawal and Jill Malandrino on why 2024 is ripe for M&A opportunities in the wealth management industry. Join via Twitter TradeTalks, on YouTube Nasdaq or on //Nasdaq.com/TradeTalks.

Nice job Brandon Kawal! RIA M&A is becoming impossible to ignore. You don't have to do a deal, but you should remain aware of what's happening around you. Thank you Jill Malandrino and TradeTalks!