The Data Possible Podcast: Episode #5

What to Expect in 2021 Following a Record Year for RIA M&A With Mark Bruno

In this episode of The Data Possible Podcast, Mark Bruno, managing director at ECHELON Partners, discusses ECHELON’s recently released 2020 RIA M&A Deal Report and key trends and predictions we should know about as we head into 2021.

You will learn:

  • Important factors driving M&A deals today
  • What minority buying is and how it is used to bolster advisor practices
  • Advice for firms new to M&A
  • What to expect in 2021

Resources: ECHELON Partners | Discovery Data