The April 2025 report explores strategic imperatives triggered by the surge in RIA M\&A activity, urging custodians and wealth managers to act amid market consolidation. It highlights a seller-readiness gap, growing transaction sizes, and the targeting of young, high-growth firms. Custodians face risks of asset migration but can seize opportunities through succession planning support, fee-transition programs, and tech integration. Advisory service gaps and poor client segmentation weaken seller value, while banks' infrastructure offers a unique edge in financing and post-sale wealth management. Multibrand strategies and private banking bridges also present key growth paths.

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