Tax reform’s impact on RIAs

BVWireIssue #185-2
February 14, 2018

An initial analysis by Mercer Capital estimates that the new tax law has boosted valuations of registered investment advisors (RIAs) by 30%. But the blog post points out that the analysis does not include every single variable that affects investment management firm valuations. Plus, some of the impacts of the new tax law are still unknown and being studied. This ambiguity is reflected in the title of the blog post: “Are RIAs Worth More Under the New Tax Bill? Absolutely (Well … Probably).”
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