M&A exercise has reshaped the wealth administration business lately—but it surely additionally accelerating the evolution of the enterprise, and in the end entry to monetary recommendation.
On this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Administration, speaks with Brent Brodeski, CEO of Savant Wealth Administration, concerning the agency’s inorganic and natural development, in addition to its goal to increase recommendation to hundreds of thousands of latest traders.
Particularly, Mark and Brent talk about:
- How Savant Wealth evaluates potential acquisitions and what an excellent match appears like
- The place the general business is at the moment within the M&A cycle
- The distinction between return on funding and return on “influence”
- What do RIAs want to draw extra expertise sooner or later