M&A in the RIA channel has been a hot topic for several years and deal activity shows no signs of slowing down. Looking beyond the headlines, patterns are starting to emerge as serial acquirers hone their processes, private equity investments fuel newcomers to the scene and technology vendors take notice of ways to enter the equation. Now that we’re several years into this current boom, we take a step back to review lessons learned from each stakeholder’s perspective—buyers, sellers, vendors and financiers. This panel will explore:

• What are the potential headwinds and tailwinds for M&A activity going forward
• How are acquisitive firms measuring success after the deal closes
• What are the end client outcomes
• How are technology firms adding value to the process and stakeholders