From Advisorpedia
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Summary: In the dynamic world of professional networking, LinkedIn stands out as a pivotal platform for financial professionals seeking to expand their reach and build meaningful connections. Recent insights from Richard Bliss, CEO of Bliss Point Consulting and a LinkedIn Top Voice, as well as practical observations from the industry, underline the potential of LinkedIn in fostering business growth.
From InvestmentNews
Added on December 2023 in Form an RIA
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Summary: Despite current economic challenges, together with the disruptive impact of technology including artificial intelligence and embedded finance, the business development director at Advisory Services Network sees great opportunity.
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.
