The financial services event will be held in early May at The Borgata Hotel in Atlantic City
PLYMOUTH MEETING, Pa.–(BUSINESS WIRE)–After the successful re-launch of its RIA M&A Conference at the Philadelphia Union League in 2022, Gladstone Group Inc. (Gladstone) is holding this year’s event at The Borgata Hotel in Atlantic City on May 2 & 3; headlining the conference is two-time NFL Executive of the Year, Howie Roseman. The financial services M&A advisor and executive search firm’s two-day event for RIA wealth managers provides no-holds-barred insight from both buyers and sellers along with getting Gladstone’s take and predictions on trends and opportunities impacting the RIA M&A landscape.
“The current market environment hasn’t slowed down the speeding locomotive of conversion in the wealth space,” explains Gladstone president Mike Bilotta.
Since its inception, the conference has set out to connect industry players and thought leaders in financial services to learn from one another and move the industry forward. Attendees will also hear from premier sponsors including Orion Advisor Solutions, Worth Magazine, and Realized 1031 as well as compliance authority Thomas Giachetti from Stark & Stark. Along with a gala group dinner on opening night, and multiple networking opportunities there will be a charity hold ‘em poker tournament.
According to Gladstone senior managing director Derek Bruton, “Our areas of specialization — deal advisory, strategic growth advisory and talent acquisition — have never been more in focus. We can’t wait to hear from Howie Roseman, along with our other panel participants and speakers.”
The invitation-only event is free of charge for founders, principals, CIOs and g2 partners of high-net-worth and ultra-high-net-worth RIAs and multi-family offices thanks to Gladstone’s sponsors.
For more information visit: https://registration.socio.events/e/gladstone2023
About Gladstone Group Inc.
Established in 2006, Gladstone Group Inc. is a nationally-recognized, specialized company offering M&A Advisory for RIAs (through Gladstone Associates, LLC) and Executive Search (via D.A.Kreuter Associates Inc) under one roof. The firm works closely with companies spanning the breadth of the financial services industry to provide tailored solutions for a broad range of M&A and talent recruitment needs.