Wealth Solutions Report RIA Seller and Buyer Advice

INVESTMENT MANAGEMENT DEALS BLOG

March 23, 2026

 

Wealth Solutions Report published, on March 17, 2026, an article examining key considerations for RIA sellers and buyers in a more rational M&A market. The article included input from field experts projecting that buyers will become more selective in their acquisitions, while sellers will be prioritizing strategic alignment. 

To read the article: please click here

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.