After seeing more innovative approaches to the M&A space recently, I reflect on the three main types of creativity in #deals. More of my insights at WealthSolutionsReport: wealthsolutionsreport.com/2023/09/12/cre…

Enjoyed connecting with Tobias Salinger Financial Planning on his article on the 25 fastest-growing RIAs. A SmartAsset study shows ample client account and AUM increases. Organic growth remains vital in a competitive landscape. financial-planning.com/list/25-fastes… #RIA

"Without organic growth, all RIAs and wealth management businesses will shrink." Brandon Kawal weighs in with Tobias Salinger Financial Planning on the 25 fastest-growing RIAs according to SmartAsset: financial-planning.com/list/25-fastes…

Looking forward to a great event next week with RIA Edge! Let me know if you will be joining for the session on M&A, talent acquisition, and best practices for retention. Full agenda here: spr.ly/6013PIi8D

As part of our continuing industry research, AGS is collecting RIA insights on current compensation and labor market trends over the last 12 months. The 2023 Compensation Trends Survey takes under 10 minutes to complete – we want to hear from you! bit.ly/3PioULn

Why is RIA education so crucial in today’s competitive environment? What does education mean for advisors and their clients? Brandon Kawal shares his perspective with Private Wealth Magazine on why ongoing education plays a critical role in #RIA M&A. pw-mag.com/optimizing-edu…

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RIAs need to be ready to ask if a minority investor is worth the trade-off. Check out the rest of my take and other industry perspectives with Charles Paikert's latest for Barron's Advisor: barrons.com/advisor/articl…

Agreement that valuations haven’t declined, but nuance and purpose are key. Still lots of optimism about the near future. Fresh takes on valuation and #RIA M&A with no fluff. Great all-star panel at #MSUM23 with Angie Herbers John Furey David DeVoe David Selig

We are excited to release our sixth installment of the #RIADealRoom! This year, we unpack the resiliency of the #RIA M&A market, creative approaches to deal-making, and the trends that will define the market moving forward. RIA M&A is here to stay, but life after the gold rush

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.

.Steward Partners Robertson Stephens & Advisor Growth joins Jill Malandrino on Nasdaq #TradeTalks to discuss why M&A will play a pivotal role in the wealth management industry to heightened competitive pressure and scaling opportunities. x.com/i/broadcasts/1…

Thank you Nasdaq TradeTalks Jill Malandrino for having me on today! #RIA M&A is always a fascinating topic, and race to institutionalize is changing competition. Check out the video to learn more. Advisor Growth

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!

.Brandon Kawal “M&A that’s just the shiny object is aspirational. M&A that’s purpose driven, where there’s a real need, is strategic.” #msum24

Talking about M&A and the truth behind inorganic growth #MSUM24 ✅ Successful buyers are still growing organically as well ✅ It’s a sellers market ✅ Be prepared and find the right fit @Wipfli_LLP Brandon Kawal

RIAs Sell for Record Amounts in Orgy of Consolidation | Talking Wealth🎙️ Michael Batnick is joined by Brandon Kawal, Partner at Advisor Growth Strategies LLC to break down the findings of their highly anticipated RIA Deal Room report. Brandon shares a behind-the-scenes look at

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