It’s hardly news to note the red-hot M&A market in the 401(k)-advisory space, but Dick Darian tells us why it’s happening, how long it will continue, and how advisors can capitalize.
We’re not talking about walking away with a pile of money, necessarily, but how an acquiring partner can provide scale and resources to grow the business further. Darian, founder of M&A consulting firm Wise Rhino Group, will discuss all this and more, including the “Goldilocks Zone” in which the retirement plan business now exists.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
