From Wealth Management
Added on March 2022 in M&A Issues
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Summary: For buyers and sellers, highlighting the talent up and down the organization is a powerful way to stand out among competitors.
From InvestmentNews
Added on February 2022 in M&A Issues
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Summary: As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.
From Financial Advisor IQ
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Summary: RBC Wealth Management's Richard Beckel talks about coaching financial advisory teams.
From InvestmentNews
Added on February 2022 in M&A Issues
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Summary: Merchant Investment Management, a New York-based private partnership that provides growth capital and resources to independent financial services companies, has taken an undisclosed minority stake in Summit Investment Advisory Services, a Roseville, Minnesota-based registered investment advisory firm managing $490 million.
From Wealth Management
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Summary: AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called WealthBuilder Prospecting, is designed to provide “a gateway for interested leads to start a low-friction discovery process” with one of the more than 8,500 advisors on AssetMark’s platform.
