Compensation Models That Work
And three principles every RIA should apply
A framework for incentive plans that attract, motivate, and retain talent, without relying on pay alone.
Insights
Thought leadership
Practical research and commentary for the owners and CEOs of wealth management firms.
Executive briefings
Not Just Succession
Why M&A has become a growth strategy
How growth, talent, technology, and capital, not retirement alone, now drive the most consequential deals.
Preserving Strategic Optionality
Why your RIA’s legal structure may be limiting growth, succession, and valuation
The best time to evaluate legal structure is years before a transaction.
Executive Briefings
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Practical research for owners and CEOs of wealth management firms, on M&A, valuation, succession, and firm building. A few times a year, never more.
Video updates
Flash Updates and Executive Briefings
Short takes on market news, plus video editions of our Executive Briefings.
FLASH UPDATESEC Targets RIA Consolidators in 2027 Priorities
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FLASH UPDATEWhy Expensive Acquisitions Can Actually Be Cheaper
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FLASH UPDATEWhat Does Morgan Stanley’s Blockbuster 3Q Mean for Independent RIAs?
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FLASH UPDATEHas RIA M&A Activity Peaked?
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EXECUTIVE BRIEFINGPreserving Strategic Optionality: Why Your Legal Structure May Limit Growth, Succession, and Valuation
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EXECUTIVE BRIEFINGHow Are RIAs Valued, and What Creates a Premium?
Watch on YouTube ↗
EXECUTIVE BRIEFINGNot Just Succession: Why M&A Has Become a Growth Strategy
Watch on YouTube ↗
EXECUTIVE BRIEFINGCompensation Models That Work
Watch on YouTube ↗In the news
Selected coverage
Our commentary has been featured in Barron’s, Forbes, Citywire, ThinkAdvisor, InvestmentNews, and WealthManagement.com.
- InvestmentNews2025 ↗
SignatureFD welcomes M&A veteran Peter Nesvold to board
“SignatureFD is uniquely positioned to capitalize on the evolving wealth management landscape, with their wealth activation approach and a strong culture of excellence.”Peter Nesvold
- WealthManagement.com2025 ↗
SignatureFD Adds M&A Vet Peter Nesvold to Board
“I would say that SignatureFD has cracked the code when it comes to organic growth.”Peter Nesvold
- Wealth Solutions Report2023 ↗
WSR names the five top wealth management M&A investment bankers
“Peter Nesvold is a lawyer, CPA and CFA charterholder in addition to being an investment banker.”Wealth Solutions Report
- ThinkAdvisor2021 ↗
Peter Nesvold Drops Hints on His Next RIA Deal
“I have a ‘rule of 20.’ Does the company either have operating margins of 20% or more, or are they growing their revenue by 20% or more?”Peter Nesvold
- ThinkAdvisor2020 ↗
Nesvold Capital Makes Its Second RIA Deal
“The firm has built one of the best in-bound lead generation models the wealth management industry has seen.”Peter Nesvold
- WealthManagement.com2020 ↗
Nesvold Capital Partners Invests in $2.7B AUM Pure Financial Advisors
“Pure has distinguished itself as one of the fastest growing RIAs, both before and during the COVID-19 pandemic.”Peter Nesvold