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.
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Summary: For years, the registered investment advisor side of the financial advice industry has preached it was cleaner in spirit and practice, and had fewer conflicts, than the brokerage side of the street.
Added on February 2024 in M&A Issues
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Summary: The wealth management industry is much different today than what many independent financial advisors got used to over the last decade.
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Summary: More than 60% of advisors think their website is ineffective at generating leads, according to a recent Broadridge report. An incomplete marketing strategy may be the reason, consultants say.
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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.
