Industry Insights

Industry Insights and Expert Perspectives

Insights into the issues that matter most to the insurance brokerage and wealth management industries.

MarshBerry offers industry leading data and insights, perspectives and market conditions allowing your leadership to stay current on developments in the insurance and wealth management industries.

2024 Reports

2024 Compensation Study

2024 highlights compensation trends pertaining to insurance agents and brokers.

Q3 2024 Retail

How will the presidential election and taxes impact insurance brokerage M&A?

Q3 2024 Wealth

The final stretch of 2024: wealth advisory deal making, a presidential election and taxes.

Q2 2024 Retail

A strong first half signals a possible banner year for M&A

Q2 2024 Wealth

Wealth Advisory M&A deal volume on track to challenge record

Q1 2024 Retail

Momentum builds in insurance M&A market after a strong Q1

Q1 2024 Wealth

Wealth Advisory M&A deal volume has best Q1 on record

2023 Reports

M&A Year In Review

In today’s dynamic marketplace, staying ahead of the curve is paramount

Q4 2023 Retail

Insurance brokerage M&A survives 2023 with an optimistic outlook for 2024

Q4 2023 Wealth

Wealth advisory M&A deal volume helps deliver second best year on record

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Q3 2023 Retail

How will the expiration of TCJA Impact M&A?

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Q3 2023 Wealth

M&A deal volume in Q3 remains steadfast for wealth advisory

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Q2 2023 Retail

High demand for Insurance Brokerages keeps valuations strong

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Q1 2023 Wealth

A trend of consistency in Q1 fuels wealth advisory M&A optimism