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Merger and Acquisitions Panel

Session Speakers
Session Description

Why Attend
Learn about the current merger and acquisition market and successful strategies that can better prepare you and your firm for opportunities in the future.

Session Details
As the wealth management industry matures and firms seek additional growth strategies, merger and acquisition planning may be a consideration to fuel long-term growth plans. In this session, Schwab and other key industry leaders discuss:

  • the current state of the market
  • the driving forces behind its trends
  • the growing ecosystem and expanded opportunities for buyers and sellers
  • how advisors can better prepare for future opportunities

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Sponsored By


Booth: 631-13 Booth: 631-14
Session Schedule