The consolidation of the wealth management market continues at a record pace. M&A activity has increased across the industry for nine consecutive years. While M&A is not for everyone, it can be a great option for financial advisory firms that desire to grow as well as RIA owners who seek a succession plan solution. The session is intended to help you make the best-informed decision regarding your prospective M&A partnership options.
Tyler Nunnally, MIB
Tyler Nunnally is the Founder & CEO of Nunnally International, Inc. The company provides strategic M&A services to RIA firms that are looking to buy, sell, or merge their business. Prior to entering M&A, Nunnally served as a strategist to leading advisor technology providers – including FinaMetrica, which was acquired by Morningstar. He began his wealth management career as an executive at Oxford Risk, a behavioral finance specialist that was spun-off from Oxford University. Nunnally has been a key relationship manager to strategic partners at prominent financial institutions including Schwab, Fidelity, TD Ameritrade, LPL and SEI Investments, as well as leading advisor technology companies such as Redtail, Orion Advisor Services, eMoney, MoneyGuidePro and Fi360. As an industry thought leader, he has been interviewed extensively by The Wall Street Journal, Bloomberg, CNBC, Smart Money, Kiplinger and InvestmentNews.