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...
Too many firms were failing to consider and offer lower-cost or lower-risk alternatives to the non-traded products, or other complex offerings like private placements, according to a new report from state regulators.
How should an advisor think about transition dollars when evaluating a potential firm or model?
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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Watch as Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.