M&A Trends in 2023

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About This Episode

In the next 10 years, 37% of financial advisors, collectively controlling $10.4 trillion, or 40% of the assets controlled by the advisory profession, are expected to retire. Yet, one in four advisors who expect to transition their business in the next 10 years is unsure of their succession plan.

Commonwealth Financial Network’s Matt Chisholm, SVP of RIA services and practice management, is here today to break down the options and opportunities for advisors looking to grow their practice in anticipation of succession. He will share how they can plan for the future.

About Our Guest

Matt Chisolm joined Commonwealth in January 2020 as senior vice president, RIA services and practice management. In this role, he manages both practice management and RIA services while ensuring that Commonwealth’s advisors have access to the strategy consultants, programs, and resources they need to build scalable and sustainable business enterprises.

Show Notes

Here is a link where you can learn more about Commonwealth Financial Network.

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