The New Reality of RIA Growth

Growth through mergers and acquisitions presents tremendous opportunity, but it also introduces new operational, cultural, and technology challenges.

In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner are joined by Lisa Crafford of Constellation Wealth Capital and Alex Frantz of SS&C Black Diamond Wealth Solutions to explore the current M&A landscape in wealth management and what it takes to scale successfully.

Together, they discuss how firms can identify the right acquisition partners, overcome common integration hurdles, create a unified advisor and client experience, and leverage technology to support sustainable growth. Whether your firm is actively pursuing acquisitions or preparing for future expansion, this conversation offers practical insights on building a scalable operating model that can support long-term success.

To learn more about how SS&C Black Diamond Wealth Solutions helps firms scale with confidence, please visit: www.sscblackdiamond.com.