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Speaking at the recent Wealth Management EDGE conference, the RIA deal-maker said the math points to a 15% market decline reducing a firm’s valuation by 46%—unless internal adjustments can be made.
Sanctuary Wealth, which is majority owned by Italian asset manager Azimut Group, also recently signed an agreement with New York-based Kennedy Lewis Investment Management to secure $175 million of financing.
Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.