From Wealth Management
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Summary: As long as the phones keep ringing, most RIA businesses are perfectly content to stick with tried-and-true tactics—the ones that brought them success in the first place. Do good work. Build relationships with clients. Introduce yourself to local attorneys. Then, watch your business grow.
From Wealth Management
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Summary: After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.
From Wealth Management
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Summary: Joel Bruckenstein reflects on the 20th anniversary of T3, and celebrates the growth and evolution of the financial technology community.
From ThinkAdvisor
Added on March 2024 in M&A Issues
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Summary: Mergers and acquisitions are a key part of many fast-growing advisory firms’ strategies, with deals big and small getting a lot of attention from researchers, commentators and journalists alike.
From ThinkAdvisor
Added on February 2024 in M&A Issues
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Summary: The volume of RIA mergers and acquisitions dropped last year after a decade of robust acceleration, DeVoe & Co. notes in a new survey.
