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Greg Parets

As seen in: Mondaq
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Articles by Greg Parets

M&A Trends In Wealth Management: 2024 & Beyond

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By Pete Gougousis, Michael Horvath, Greg Parets, Sam Jones Verified
| Mondaq
The 2024 landscape for Mergers & Acquisitions (M&A) in wealth management is undergoing a significant shift, as highlighted in our recent report, 'US Wealth Management: State of the Industry'. Despite a decline in overall M&A activities in 2023, the sector has shown remarkable resilience and continues to attract private equity (PE) investors. The Registered Investment Advisor (RIA) segment remains particularly active, with 251 deals in 2023 alone.
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US Wealth Management: State Of The Industry

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By Michael Horvath, Susan Stinson, Mark Graham Verified, Greg Parets
| Mondaq
The first quarter of 2024 showed a much-welcomed return to profitable growth for many wealth managers. However, to continue to build upon this growth, wealth management leaders must accurately understand what led to the current state of the industry and where it is headed. Despite strong returns in equity markets, 2023 revealed a challenging year for many wealth managers. Higher inflation, economic uncertainty and geopolitical risks hindered investments and squeezed profitability.
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