<description>&lt;p&gt;What's really driving mergers and acquisitions in the financial advice industry today? In this episode, Dimensional's Head of Practice Management, Catherine Williams, is joined by Chris Frieden and Brian Hamburger for a conversation on M&amp;A, succession planning, and the role of outside capital in the industry. They unpack how buyer expectations are evolving, why preparation matters long before a transaction, and where firm owners can create or protect long-term value. The discussion offers practical perspective for advisors thinking about growth, transition, or independence in an increasingly competitive landscape.  &lt;/p&gt;</description>

Managing Your Practice

Dimensional Fund Advisors

Navigating M&A Decisions in a Changing Advice Landscape

JAN 16, 202644 MIN
Managing Your Practice

Navigating M&A Decisions in a Changing Advice Landscape

JAN 16, 202644 MIN

Description

What's really driving mergers and acquisitions in the financial advice industry today? In this episode, Dimensional's Head of Practice Management, Catherine Williams, is joined by Chris Frieden and Brian Hamburger for a conversation on M&A, succession planning, and the role of outside capital in the industry. They unpack how buyer expectations are evolving, why preparation matters long before a transaction, and where firm owners can create or protect long-term value. The discussion offers practical perspective for advisors thinking about growth, transition, or independence in an increasingly competitive landscape.