In this episode of The Data Possible Podcast, Mark Bruno, managing director at ECHELON Partners, discusses ECHELON’s recently released 2020 RIA M&A Deal Report and key trends and predictions we should know about as we head into 2021.

You will learn:

• Important factors driving M&A deals today
• What minority buying is and how it is used to bolster advisor practices
• Advice for firms new to M&A
• What to expect in 2021