Broker-dealers push deeper into RIA M&A as consolidators refinance

Written By Corey Kupfer

Advisor succession is bringing broker-dealers further into RIA M&A as they look to keep practices and client assets within their businesses.

Corey Kupfer, Founder and Managing Partner at Kupfer., speaks with Andrew Cohen in InvestmentNews on broker-dealers’ growing role in RIA M&A and the appeal of the RIA model, including its profitability and higher valuations. The article explores this shift alongside DeVoe & Company’s latest findings.

Read the full piece: https://www.investmentnews.com/goria/practice-management/broker-dealers-push-deeper-into-ria-ma-as-consolidators-refinance/268671

Corey Kupfer
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