From Wealth Management
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Summary: This episode of the RIA Edge podcast provides advisors with a view into the trends that are influencing and impacting growth across the RIA landscape.
From InvestmentNews
Added on June 2023 in M&A Issues
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Summary: Mergers and acquisitions aren't about aggregation, they're 'about integration,' says Brandon Kawal of Advisor Growth Strategies.
From FA Magazine
Added on June 2023 in M&A Issues
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Summary: Before RIAs engage in merger and acquisition activity, they must have solid organic growth. This was the view of a three-member panel organized by New York-based public relations firm JConnelly to discuss growth strategies for financial advisory practices.
From InvestmentNerws
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Summary: If you’ve been in the wealth management space for more than a decade, you probably have a lot of clients who are in their late 60s and older. These clients came to you in a much different era than today. They expect a specific type of personalized service, such as face-to-face appointments and a particular beverage when they come into the office. And some likely still prefer paper statements that are traditionally mailed rather than digitally delivered.
From ETF Trends
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Summary: With 87% of advisors willing to learn how to incorporate AI into their business, it seems that those who do not may be left behind.
