At MarshBerry’s inaugural Ascend Summit, Mike LaMena, Chief Executive Officer of Wealthspire, joined Kim Kovalski, MarshBerry Managing Director, to discuss a key theme shaping the RIA industry: the value of mergers & acquisitions extends far beyond the transaction itself.
In their conversation, you’ll hear:
- Why M&A should be viewed as a strategic enabler – not the ultimate objective
- How scale creates opportunities to attract, develop, and retain top talent
- How advisors can return to their highest and best use: serving clients
- The importance of culture, alignment, and long-term fit in any transaction
Watch the full conversation for insights on growth, scale, and the future of the RIA marketplace.
