The RIA landscape is evolving, making it more important than ever for firms to balance growth, leadership, and innovation. At MarshBerry’s inaugural Ascend Summit, Tina Hohman, MarshBerry Director, sat down with Meredith Schwarz, SVP of Corporate Development at Wealth Enhancement Group, to discuss the trends shaping today’s M&A market and how leading wealth management firms are putting AI to work.
Meredith challenged the belief that acquisitions are the easiest path to growth, explaining that integration can temporarily slow organic growth. As valuations increasingly reward organic performance, firms must balance acquisition strategies with sustained business development.
Watch the full interview to hear Meredith’s perspective on the strategies successful RIAs are using to create lasting value in an increasingly competitive market.
