Insights
November 10, 2024
Kingswood CEO and Managing Partner Mike Nessim wrote an article for WealthManagement.com on the changing nature of M&A in the RIA Space. "As the wealth management industry evolves, mid-sized firms must actively participate in consolidation activity, transforming the space and looking for strategic opportunities to add scale and talent to ensure future success. From a seller’s standpoint, financial advisors may want to consider a mid-sized firm that has a similar service mindset, set of core values and culture that they have cultivated over the years."