CFA Institute Webinar

Defining Value in an RIA

Defining Value in an RIA: Perspectives of Buyers and Sellers

Industry statistics suggest that owners of Registered Investment Advisors in the US skew older; at the same time, many firms consider opportunities beyond organic growth to scale their businesses optimally, creating a very competitive market for quality acquisition candidates. As older owners consider options for exiting their businesses, how can they assess the value and desirability of their practice to others?  What are the key differentiators for buyers, and how should both sides of a potential transaction evaluate the potential for success? Jon Foster, CEO of Angeles Wealth Management, has extensive experience in RIA M&A dating back to his responsibilities as Head of Wealth Management for E-Trade Financial and President of Carson Wealth Management Group. Jon will review the current landscape for buyers and sellers of RIAs and suggest strategies for RIAs to maximize their value.

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Continuing Education for CFA Institute Members

Provide your CFA Institute ID number upon registration to facilitate the automatic entry of CE credit into your record at the close of this live webinar. You’ll receive an automatic notification to your email address on file once these credits have been entered into your record. Please allow 5-7 business days to receive your notification.