RIA Valuation Insights

A weekly update on issues important to the Asset Management industry

Industry Consolidation Drives Further Gains in RIA Dealmaking

With no end in sight for the consolidation pressures facing the industry, asset manager M&A appears positioned for continued strength or potential acceleration regardless of which way the markets move in 2018, although a protracted bear market, should it materialize, could highlight consolidation pressures and provide a catalyst for a larger wave of M&A activity.

2017 Was Especially Kind to the RIA Community

Favorable market conditions over the last year have lifted RIA market caps to all-time highs yet again as AUM balances continue to climb with the major indices. Is the press wrong about some of the problems facing the industry or is there more to the story?

Five Things Bitcoin Tells Us About the RIA World in 2018

While we put off writing about bitcoin, the attention that cryptocurrencies received in late 2017 got our attention as a barometer for trends that will buffet the investment management industry in 2018.  In this post, we highlight five reasons bitcoin matters to all investment managers.

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