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Case Study – Partnering for Growth: Partnership Options for Advisors
While 2020 was a record year on the M&A front with large RIA acquisitions dominating headlines, partnerships between IBD-affiliated advisory firms and RIAs have also accelerated, leading to new opportunities for many firms.
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Find answers to the most important questions pertaining to transitioning from IBD affiliation to an RIA partnership in our latest case study Partnering for Growth: Options for IBD-Affiliated Advisors, RIAs & Hybrid RIAs.
Key highlights for IBD-affiliated advisors include:
- A $240M AUM IBD-affiliated advisor’s first-hand experience
- Why IBD-affiliated advisors consider RIAs as a viable succession option
- Why industry consolidation has accelerated
- 2020 recap plus 2021 growth drivers
(Case study only available to principals of RIAs and IBD-affiliated advisory firms.)