2024: The Year of the Creative RIA Deal
Advisor Growth Strategies expects to see new players enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.
Source: wealthmanagement.com
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Mindy Diamond on Independence: An Advisor's Guide to 2024
A review of the most influential trends that impacted advisors in 2023, plus predictions and actionable guidance for 2024.
Source: wealthmanagement.com
Like Walmart Coming to Town
Participants at the recent MarketCounsel Summit grappled with balancing the "professionalization" of the independent wealth management space
Source: wealthmanagement.com
Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Financial Advisor Magazine, Washington Business Journal, and Inc.
/PRNewswire/ -- Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top...
Source: prnewswire.com
Are We at the Beginning of a 401(k) Gold Rush by RIA Aggregators?
Carson Group's acquisition of Northwest Capital Management comes on the heels of Creative Planning's deal with Lockton.
Source: wealthmanagement.com