Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.
Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process and more.
Caplan Financial Group and Advisory Partners represent Miracle Mile’s first two transactions since taking on private equity partner Corsair Capital in late 2022.
