Private Equity and M&A with John Bunch
In this episode of Zephyr’s Adjusted for Risk Podcast, Ryan Nauman, Market Strategist at Zephyr, hosts John Bunch, CEO of Allworth Financial. They discuss the hot topic of mergers and acquisitions (M&A) within the wealth management space. John shares his extensive industry experience, insights on the importance of culture in M&A, the role of private equity, and how artificial intelligence is revolutionizing the industry. Tune in to learn valuable lessons and strategies for successful acquisitions and the future of financial advisory.
Learn how Zephyr can help financial advisors make more informed investment decisions on behalf of their clients here.
Learn more about Allworth Financial here.
00:00 Introduction and Welcome
01:11 Guest Introduction: John Bunch
01:38 John Bunch’s Career Journey
05:06 Acquisition Strategies and Success
07:56 Valuations and Market Trends
14:14 The Role of AI in Financial Services
25:40 Private Equity in M&A
29:05 Conclusion and Contact Information