Description
Jeff Benjamin, Wealth Management Editor and Journalist at etf.com joins Katie Bruner, President of SkyView Holdings and Mike Langford for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses.
Jeff recently interviewed Katie for an article titled "Financial Planners' M&A Drops as Rates, Uncertainty Jump" to get a sense of how the M&A market in 2023 was rounding out. And as you'll hear in this expanded conversation on the topic, the market continues to be dynamic and vibrant across a variety of segments.
Nick Asmus, CEO of Berger Financial Group joins Scott Wetzel and Mike Langford for a conversation about Berger's latest acquisition and what Nick and his team have learned since his first appearance the podcast back in 2021.
Published 01/30/24
Katie Bruner, President of SkyView Holdings joins Aaron Hasler and Mike Langford for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry.
This episode builds on the recent article Aaron and Katie co-authored for WealthManagement.com by the...
Published 09/01/23