From Family Wealth Report
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Summary: Our US correspondent talks to senior wealth management industry figures about what they think are the likely important themes for the sector in 2024, touching on subjects such as the role of private equity in consolidation, and artificial intelligence.
From Wealth Management
Added on January 2024 in M&A Issues
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Summary: Dealmakers in the registered investment advisory space are expected to get more creative in structuring transactions next year, according to industry-focused transaction advisory firm Advisor Growth Strategies.
From InvestmentNews
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Summary: The quest for growth in the financial advice industry is unrelenting, with independent registered investment advisors leading the charge. For years, this growth has been propelled in large part by the momentum of market gains and a thriving environment for mergers and acquisitions. However, the distinction between organic growth and market growth has never been more apparent, especially during periods of market volatility like we’ve experienced since the onset of the pandemic.
From Advisorpedia
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Summary: In the dynamic world of professional networking, LinkedIn stands out as a pivotal platform for financial professionals seeking to expand their reach and build meaningful connections. Recent insights from Richard Bliss, CEO of Bliss Point Consulting and a LinkedIn Top Voice, as well as practical observations from the industry, underline the potential of LinkedIn in fostering business growth.
From InvestmentNews
Added on December 2023 in Form an RIA
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Summary: Despite current economic challenges, together with the disruptive impact of technology including artificial intelligence and embedded finance, the business development director at Advisory Services Network sees great opportunity.
