Larry Roth, CEO of Wealth Solutions Report, speaks with Jon Stern, Partner at Berkshire Global Advisors, about the forces shaping mergers and acquisitions across wealth management. Drawing on more than four decades in financial services, Stern examines the current transaction environment and the expanding range of firms pursuing deals. Their conversation places today’s activity in the context of an industry where scale, capital and long-term growth strategies continue to influence both buyers and sellers.

The episode explores how private equity-backed acquirers, independent RIAs and other institutions approach the market, as well as the changing models used to combine and operate advisory businesses. Roth and Stern also address the factors th ...