From InvestmentNerws
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Summary: For years, the registered investment advisor side of the financial advice industry has preached it was cleaner in spirit and practice, and had fewer conflicts, than the brokerage side of the street.
From Wealth Management
Added on February 2024 in M&A Issues
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Summary: The wealth management industry is much different today than what many independent financial advisors got used to over the last decade.
From Financial Advisor IQ
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Summary: More than 60% of advisors think their website is ineffective at generating leads, according to a recent Broadridge report. An incomplete marketing strategy may be the reason, consultants say.
From Financial Planning
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Summary: After the economic tumult of 2023, financial advisors are eager to move through 2024 as prepared as possible, ready to address any new challenge that may arise and to seize new opportunities that could drive business success.
From Wealth Management
Added on February 2024 in M&A Issues
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Summary: 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.
