The RIA landscape continues to experience unprecedented consolidation, creating both challenges and opportunities for custodians and banks with wealth management divisions. As custodians and wealth management banks navigate this changing environment, they face both significant risks and strategic opportunities.
This report, the final part of a three-part series of Datos Insights’ latest analysis of the RIA channel, looks past the weekly deal headlines to draw out the common themes driving transactions from the perspectives of wealth management firm sellers. This report is based on responses to a quantitative survey conducted by Datos Insights in April 2024: the Financial Advisors 2024 Survey.
Clients of Datos Insights’ Wealth Management service can download this report.
This report mentions Charles Schwab, Creative Planning, Fidelity, Fifth Third, Mariner Advisors, Mercer Advisors, Pershing, PNC, Regions, and Truist.
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