Navigating Industry Consolidation: What It Means for Alternative Investment Sponsors and Their Teams
Автор: Retail Readiness
Загружено: 2026-01-25
Просмотров: 2
Описание:
The retail channel is entering another consolidation cycle — and sponsors can’t afford to sit on the sidelines. Broker-dealer and RIA roll-ups are accelerating, reshaping gatekeeping, access, and the rules of engagement. Learn the top three reasons consolidation is occurring now and what this means for sponsors, national accounts teams, and advisors.
Why it matters: Fewer platforms = higher competitive intensity. Selling agreements are tightening, due diligence bars are rising, and national accounts teams must recalibrate how they win shelf space and retain it post-acquisition.
Join Heidi Wheatley, Sponsor Growth Solutions; Karlton Kleis, Arete Wealth, and Joe Palmisano, ConnectMoney, to learn how to navigate platform mergers, protect distribution during ownership changes, and stay on the “must-have” list as the advisor landscape gets more concentrated.
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