From ThinkAdvisor
Added on December 2023 in M&A Issues
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Summary: “Operational complexity is the No. 1 reason that advisors are selling today,” he said. “What was once a collegial environment in the industry is no longer, as firms are fighting for a limited talent pool.”
From Wealth Management
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Summary: [Podcast] In this episode, Diana Britton, managing editor at WealthManagement.com, is joined by James Bogart, CEO and president at Bogart Wealth. James shares his personal journey through health and wellness, revealing the importance of paying attention to your physical and mental well-being.
From Financial Planning
Added on December 2023 in M&A Issues
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Summary: Wealth management M&A momentum is accelerating at the end of 2023, as the macroeconomic headwinds that threw dealmaking off its previous record-breaking pace recede into calmer air.
From Advisorpedia
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Summary: Whether you’re overworked, understaffed, or just unsure of where to go next with your business, there are a million experts who claim they can solve your issues fast and secure you unprecedented growth.
From InvestmentNews
Added on December 2023 in Form an RIA
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Suimmary: RIAs have been bolstering their head counts this year, but not quite at the same pace seen in 2022 – and they’ve been increasing compensation and perks to help attract talent.
