Wealth Solutions Report - Larry’s Take - October 21

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.

DeVoe & Company and ECHELON just released their third quarter M&A reports, and both predict a record-breaking 2025. “RIA M&A is on fire,” said David DeVoe. This should come as no surprise to you, our readers, due to our frequent insights, analysis and coverage of deals on the topic.

These are exciting developments. The broader world sees our industry’s value, and capital is following that value, often on the seller’s terms. M&A can provide a range of solutions and improvements, depending on how you structure the deal.

It’s not a matter of whether you want to participate, but at what point you will be affected by it. If you’re not thinking about it, your business partners probably are, and perhaps your broker-dealer and your wealthtech providers. It’s time to give it some thought.

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.