On this episode of State of the Industry, we welcome:

  • Scott Hanson, Co-Founder & Senior Partner, Allworth Financial (Host)
  • Matt Brinker, Former head of M&A for United Capital and current Managing Partner at Merchant
  • Bob Sponseller, Founder, Capstone Capital, Inc.

Each guest offers a unique perspective on the current state of RIA M&A and how advisors can position themselves in the current marketplace to best serve client and personal goals.

Key Takeaways:

  • The strategy behind United Capital’s growth and success
  • Unique opportunities for growth for RIAs during a disruptive time period
  • What kind of firms and advisors make good strategic partners for acquisitive firms
  • How COVID-19 provides opportunity for resourceful advisors
  • Predictions for post-coronavirus M&A activity
  • Allworth’s most recent acquisition, Bob Sponseller, discusses reaching a growth ceiling and why he’s decided to partner with Allworth
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