The M&A Trends Set to Shape Wealth Management in 2021

Investment Adviser News 1/22/21

The M&A Trends Set to Shape Wealth Management in 2021

After a white-hot 2020, M&A experts believe we still haven’t reached a peak; many expect deal structures to evolve and new buyers to find the market in the coming months.

2020 was a record year for merger and acquisition activity in the wealth management industry, despite a significant slowdown in the second quarter driven by COVID-19 which caused many advisors to pause, delay, change directions or stop deals altogether.

But as the industry looks forward, experts point to several trends set to shape wealth management M&A this year, including the continued expansion of ... Read more

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