The State of RIA M&A: Beyond the Numbers with Fidelity's Laura Delaney

RIA+
01/07/2024 39 min Temporada 1 Episodio 12
The State of RIA M&A: Beyond the Numbers with Fidelity's Laura Delaney

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Episode Synopsis

In this episode of RIA+, Mark Bruno talks with Fidelity's Laura Delaney - one of the leading RIA M&A researchers - about dealmaking activity in the first half of 2024. While overall volume and valuations remain strong, this interview goes beyond the numbers and focuses on the drivers of successful M&A activity and uncovers what the RIA industry has collectively learned over the last five years - a period of record-breaking and transformational M&A. 

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