Updates from throughout WealthStack concerning AI, automation and digital marketing.

During a conversation at Wealth Management EDGE, the former CEO of United Capital called private equity “economic creatures” that may add leverage and unnecessary changes.

Updates from throughout RIA Edge concerning organic growth, M&A, consolidation and private equity in the industry.

Despite persistent concerns from clients about the state of the economy, indicators are either fine or improving, according to Cetera Chief Market Strategist Brian Klimke.

A focus on behavioral science and emotional intelligence will be key for advisors who wish to remain relevant in the coming years.

Numerous speakers at Wealth Management EDGE said buyers would want to see that its AUM wasn’t primarily tied to a small number of clients and that its growth wasn’t spurred mainly by the market.

The more fine-tuned the questions, the better the responses will be.