RIA Dealmaking Is Off to a Hot Start for 2025. Can the Frenzy Last?

Corey Kupfer, founder and managing partner at Kupfer., shares insights on RIA M&A activity during times of uncertainty with Barron’s reporter Andrew Welsch. “Sellers would be more hesitant to make major changes and transition clients in a recession, plus access to capital would eventually be adversely impacted,” says Kupfer.

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Why wealth management M&A is unlikely to dry up amid volatility

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A Record Breaking First Quarter for 2025 Merger and Acquisition Activity