In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether...
Lazetta Braxton, co-CEO of 2050 Wealth Partners discusses how she is structuring her firm to serve the investor of the future.
Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success.
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Sep 05, 2023
Watch as Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.
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Sep 18, 2023
A 2023 Mid-Year Update: Wealth Management Firm of the Future
Thoughtful succession planning can pave the way for a smooth transition and a thriving future.
Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model.
Building a successful business means knowing how to manage growth in a healthy way.
Don’t look now, but we’re already more than halfway through 2023. And the rest of the year will sail past in a heartbeat if you’re not careful.
This era in wealth management has seen unparalleled growth opportunity. Lido Advisors has embraced this golden age of shifting demographics and technological advancements to be one of the fastest growing and successful firms in the industry.