Understand the evolution of deal sourcing as an increasing number of consultants, investment banks, and private equity firms seek to transact in this market and the increased need for consolidators to have a well-developed value proposition.

Acquirers are aligning themselves with market segments based on multiple factors beyond just AUM. Underlying service models, client types, and geography are key considerations.

Piecing many disconnected firms together has highlighted the need to standardize certain aspects of client relationships. One of the most centralized services from an RIA acquirer is investment management.

Cerulli Associates, Sanctuary Wealth, and Janus Henderson Investor Funds share their perspectives on the rise of the RIA consolidator model and other factors impacting this space.

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Amid ongoing advisor movement, it is crucial for both advisors and wealth management firms to develop a strong narrative that reassures clients about continuity and improvements in practice infrastructure aimed at fostering future growth.

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Cerulli’s Michael Rose, MST, shares Cerulli’s latest update on the wealth management technology market.

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