As the strong M&A trend in wealth management continues in 2025, investors may have questions about continued quality of service, dedication to clients’ needs, cost-cutting and other matters when their advisors’ firms are acquired or receive significant investments from outside companies or individuals.

To learn the best marcoms strategies that advisors can use to address clients about M&A transactions, Wealth Solutions Report asked Ray Hennessey, CEO and Executive Partner of Vocatus, what strategies work best to communicate to clients about an M&A transaction involving the advisor’s firm?

You can read Ray’s full thoughts in Wealth Solutions Report below.