From Financial Planning
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Summary: After the economic tumult of 2023, financial advisors are eager to move through 2024 as prepared as possible, ready to address any new challenge that may arise and to seize new opportunities that could drive business success.
From Wealth Management
Added on February 2024 in M&A Issues
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Summary: Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.
From Advisorpedia
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Summary: I’ve written about the benefits of a customer-centric culture. They are plentiful! One of the benefits that should be added to that article is the fact that this type of culture truly brings the organization together. That shouldn’t be unique to a customer-centric culture; whatever type of culture you design should do the same, except…
From Advisor Perspectives
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Summary: Digital events are more environmentally friendly than in person ones, but did you know that studies show that marketing webinars generate as much as five times more qualified leads than the same budget spent on marketing seminars?
From InvestmentNews
Added on February 2024 in Form an RIA
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Summary: Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.
