Kirsten Bayer-Petras of Oak Street Funding joins Mike Langford to explore the rapid increase in acquisition activity in the wealth management industry. As the great wave of transitions heats up for RIAs and independent financial advisors, firms with the right financing in place are aggressively scaling up their businesses by acquiring the businesses of retiring advisors.
If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.
Also, check out: