The $4.5T Conversation Financial Advisors Weren't Supposed to Hear
What $4.5T in Assets Revealed About Advisor Growth, M&A, and Movement
Get the complete IGNITE 2026 Recap Report distilling three days of closed-door conversations with the firms and leaders shaping the future of wealth management.
IGNITE 2026 brought together 24 leading firms: broker-dealers, RIAs, and M&A partners representing over $4.5 trillion in assets.
This wasn’t a conference.
It was a working session on what’s actually happening in the market.
Inside this Report, you'll learn:
- What top firms are really offering advisors right now
- Why 2026 may be the most important decision window in a decade
- The M&A strategies advisors are using to grow, not just exit
- How technology and AI are already separating winners from everyone else
Attendees walked away with a clearer understanding of:
- What a practice is truly worth in today’s market
- Which firms are investing in growth and which are falling behind
- How M&A, succession, and transition strategies are evolving in real time
The biggest takeaways from the conference that are represented in the report include:
- 2026 is a historic window for advisor movement—and it won’t stay open
- Deferred comp is quietly costing advisors more than they realize
- M&A is no longer an exit strategy—it’s a growth strategy
- Your brand is now a measurable asset in valuation and recruiting
- Technology investment is creating a widening competitive gap
There's no cost. No obligation.
Just clarity on where you stand, and what's possible for you.
