The RIA M&A Outlook for 2024

RIA merger and acquisition activity has slowed this year. Activity in Q4 accelerated but it may not be enough to eclipse the annual total of 264 in 2022. I’ll get into the details as well as what’s beneath the numbers with David DeVoe in this podcast. I have had the privilege of interviewing David every year around this time, and this is the fourth in that series.

Episode Resources:

• Here is a link to DeVoe & Co.’s web site- https://www.devoeandcompany.com/ 
• Here is a link to last year’s podcast- https://www.advisorperspectives.com/podcasts/2023/01/19/m-a-valuations-and-the-landscape-for-2023
• Here is a link to DeVoe & Co.’s dealbook- https://www.devoeandcompany.com/ria-ma-deal-books
• Here is a link to the DeVoe Elevate conference- https://www.devoeandcompany.com/elevate

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.