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The $780-billion RIA owner says eye-popping side deals like $4.3-trillion RVK add to the core 'Creative Planning' strategy -- without killing the M&A war chest -- even if they are technically outside of the core wealth management M&A vision
The CEO of Creative Planning made his case that procrastinating for profit will end as markets shift and buyers thin out.
The Mariner Wealth COO says her Kansas company will spike headcount 400% in a 'few' years, fitting the Dealmakers confab mission to explain the inexplicably soaring RIA deal volumes, runaway valuations, and a future where it's only expected to accelerate.
Roll-ups, serial buyers and merger-minded RIAs still want to deals but fears creep up -- especially for $1B-plus AUM RIAs -- too much money is chasing too few deals.
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