Larry Roth posted his weekly “Larry’s Take” commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup.
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As 2025 draws to a close, the quiet last weeks of December still provide plenty of M&A news, ranging from $17 million in VC funding for a lead gen startup to a group led by Trian taking Janus Henderson private for $7.4 billion. Neither are RIA M&A, but both will affect the wealth management space.
DeVoe & Company also released its yearly RIA M&A survey, showing rising expectations for M&A, along with concerns among the respondents about organic growth and the unaffordability of RIAs to successor generations. Its Founder and CEO, David DeVoe, told us that organic growth and succession planning are the “industry’s greatest vulnerabilities.”
Neither organic growth nor succession planning will be solved simply. The causes of the problems are manifold, so the cures will be as well. As we cross into the new year, our industry is in the hands of capable leaders who are actively working on solutions, giving me confidence that we will overcome these issues.
If you would like to discuss this Larry’s Take further, including how these trends might impact your business, please contact Larry Roth at larry.roth@ascentix.com.
To see the Wealth Solutions Report Deals & Recruiting Roundup for the week, click here. Visit Wealth Solutions Report for the latest wealth management insights, analysis and news.