-

CORRECTING and REPLACING Gladstone Group and TradePMR Announce Exclusive M&A Symposium as a Pre-Event to the T3 Conference

Joe Duran Joins Industry Experts to Discuss Trends and Opportunities Impacting RIAs

CORRECTION...by Gladstone Group

PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--Please replace the release dated January 11, 2024, with the following corrected version due to multiple revisions.

Gladstone Group and TradePMR announce invite-only RIA M&A Symposium featuring Joe Duran on January 22 prior to the T3 Conference.

Share

The updated release reads:

GLADSTONE GROUP AND TRADEPMR ANNOUNCE EXCLUSIVE M&A SYMPOSIUM AS A PRE-EVENT TO THE T3 CONFERENCE

Joe Duran Joins Industry Experts to Discuss Trends and Opportunities Impacting RIAs

Ahead of the highly-anticipated T3 Conference at the Cosmopolitan in Las Vegas, scheduled for January 22-25, 2024, Gladstone Group, in collaboration with TradePMR, is delighted to announce an exclusive Mergers and Acquisitions Symposium. This special event, set as a precursor to the main conference on Monday, January 22, 2024, from 12-6 p.m., promises a deep dive into the M&A sector for RIAs.

The symposium, an invitation-only gathering, will feature notable industry figures, including Joe Duran, the CEO of Rise Growth Partners, Dan Kreuter, CEO of Gladstone Group, and Robb Baldwin, Founder & CEO of TradePMR. Additionally, attendees will be treated to the latest insights from the Gladstone M&A Update.

As part of this unique pre-event, participants will delve into the latest trends and opportunities shaping today's dynamic M&A landscape. "We're focused on bringing real, hands-on insights that RIAs can use to navigate these exciting times," said Kreuter. "It's about connecting, learning, and growing together."

"In today's changing industry, an advisor's ability to quickly adapt and grow has never been more important," emphasized Baldwin. "Growth is not a linear path - and at the M&A Symposium, we're excited to discuss the options for RIAs today."

If you're a high-performing RIA planning to attend the T3 Conference and are looking to gain a competitive edge in mergers and acquisitions, the Mergers & Acquisitions Symposium is an event you won’t want to miss.

Click here for more information and to request an invitation.

About Gladstone Group:

Gladstone Group Inc. is a nationwide firm specializing in Mergers & Acquisitions, Strategic Consulting, and Executive Search. Our exclusive focus is on serving the wealth and investment management community across the United States. For more information, visit www.gstonellc.com.

About TradePMR:

For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.

Securities offered through Trade-PMR Inc., Member FINRA/SIPC. Trade-PMR, Inc., Gladstone Group, Inc. and T3 Technology Tools for Today are not affiliates of Trade-PMR, Inc.

Contacts

Ashley Bang
abang@gstoneinc.com

Gladstone Group


Release Summary
Gladstone Group and TradePMR announce invite-only RIA M&A Symposium featuring Joe Duran on January 22 prior to the T3 Conference.
Release Versions

Contacts

Ashley Bang
abang@gstoneinc.com

Social Media Profiles
More News From Gladstone Group

Gladstone Announces Significant Deal Prior to Its M&A Conference

PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--On the eve of the financial services M&A advisor and executive search firm’s two-day event for RIA wealth managers at the Borgata hotel & casino in Atlantic City, Gladstone has been recognized for its advisory role in the strategic combination between Audax Private Equity, an $18B middle market investment firm, and Boston based Congress Wealth Management, a $5B+ HNW/UHNW RIA. “We have had a long-standing relationship with Congress, as we represent...

The Gladstone Group Conference Returns with NFL Executive Howie Roseman as Keynote Speaker

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...

Gladstone Associates Advises Pinnacle Advisory Group Inc on Its Sale to Congress Wealth Management LLC

PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--Pinnacle Advisory Group, a leading Wealth Management Firm in Columbia, MD with an office in Miami has sold to Congress Wealth Management, a Boston-based RIA. Pinnacle manages approximately $2.4 Billion in assets for 1250 families, and the combined business now has $5.8 Billion in assets, 83 employees and 7 offices nationwide. According to Pinnacle Managing Partner Dwight Mikulis, “After a lifetime of working with clients, the partners at Pinnacle Advisory...
Back to Newsroom