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Advisor Upside

Succession Headaches Are Fueling M&A Activity

Photo by Getty Images via Unsplash

A record year for deals highlights the succession challenges RIAs are struggling to overcome.

2 min read

Photo by Getty Images via Unsplash

Advisor Upside

What Will M&A Look Like in 2026?

PE will continue to dominate, but medium-sized sellers may fill in the gaps.

2 min read
Advisor Upside

The Real Problem Behind Succession Planning

The realities of an aging advisor demographic — combined with intense interest in RIA businesses from buyers — are changing the game.

5 min read
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Advisor Upside

M&A Hit Record Highs in 2024

There were 272 transactions last year, and that breakneck pace isn’t expected to slow down anytime soon.

2 min read

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