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Title

M&A in the Wealth Management Industry

Event Description

You're invited to join CFASNY colleagues for a virtual event:​

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors. This rapidly developing niche presents a variety of opportunities for both investors and owners of RIAs, as industry changes have begun to affect the custody space, the emergence and application of new technologies, and generational transitions within firms.

This informative panel discussion will focus on the factors leading to an ongoing pipeline of active transactions, featuring a range of representative voices. There are many steps required to successfully merge firms' systems and cultures into something greater than the sum of its original parts; panelists will address these steps, while also offering perspective on the greater implications of continued consolidation within the broader financial space.


Event Type

Career

Education Topic

 

Start Time

11/4/2021 6:30 PM

End Time

11/4/2021 8:00 PM

City

Louisville

State/Province

Kentucky

Event Country

USA

Event Region

Americas

Location Info

​This is a virtual event | Details available upon registration

Speaker

 

CE Credits

N/A

SER Credit

N/A

Currency

USD

Member Price

$10

Non-Member Price

$40

Candidate Price

N/A

Registration

All Day Event

 

Recurrence

 

Hosted by

Other Organization

Icon

CFA Society New York

Event Link

M&A in the Wealth Management Industry

Event Link Leads To New Tab

Yes

Event Short Info

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors.

Attachments

Content Type: MyCFA Calendar
Created at 10/10/2021 8:22 PM by [email protected]
Last modified at 10/10/2021 9:14 PM by [email protected]