RIA deal momentum slows, threatening record-breaking run

RIA deal momentum in Q3 is slowing after nearly two years of record-setting activity, according to the latest DeVoe & Company report.

Corey Kupfer, founder and managing partner at Kupfer., shares his perspective with Dan Shaw in Financial Planning on the DeVoe findings. Corey explains that buyers are becoming more deliberate in the process, extending deal timelines even as transactions continue to move forward.

Read the full piece: https://www.financial-planning.com/news/ria-deal-momentum-slows-threatening-record-breaking-run