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In our latest FastChat video interview, Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.
Some of the questions that are addressed:
- Will Private Equity continue to have a big impact in financial services?
- What impact has the spike in interest rates had on valuations and deal making?
- What factors go into valuation?
- Is everything valued off gross revenue or when is EBITDA or a Discounted Cash Flow valuation appropriate?
- More than half of financial advisors lack a continuity plan, why do you think we as an industry who’s job is to plan for their client’s financial futures fail to plan for their own?
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