ROffice is similar to other freelance services marketplaces out there, such as Fiverr or Upwork, but it’s specific to the financial services industry.
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Mar 21, 2024
Explore the strategic shifts and challenges faced by wealth management firms as they position themselves to better serve their client needs and grow their top lines.
But you have to put in the sweat equity to make it work.
Professionalization, new investors and market realities are changing the rules of RIA M&A, according to research from Advisor Growth Strategies.
Meath Wealth Advisors represents the seventh team to join Journey since 2021 and gives the RIA its first Minneapolis office.
Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’
Caprock’s acquisition of Grey Street Capital brings the UHNW multifamily office to more than $11 billion AUA.
Carson Group also announces two additions, Realta Wealth names a new CFO and Savant adds to its board.
