Succession Planning is Driving Consolidation Among Wealth Managers
Some 36 percent of advisors plan to retire in the next 10 years. More than a quarter of these are unsure who will take over their firm.
Source: themiddlemarket.com
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TPG Capital expands team with recruit from KKR's New York office
In the middle of a busy year, the private equity giant is expanding its team.
Source: afr.com
Ruttger's becomes part of Odyssey Resorts - Brainerd Dispatch | News, weather, sports from Brainerd and Baxter
Odyssey Resorts expansion to the Brainerd lakes area brings their resort total to nine. The company's properties are in Lutsen, Duluth, Two Harbors and Grand Marais.
Source: duluthnewstribune.com
RIAs May Be Dropping the Ball on Marketing and Referral Initiatives
Up to 5% of revenues should be spent on marketing and sales, say industry experts, as only 12% of advisors are actively seeking referrals.
Source: wealthmanagement.com
Ruttger's becomes part of Odyssey Resorts - Brainerd Dispatch | News, weather, sports from Brainerd and Baxter
Odyssey Resorts expansion to the Brainerd lakes area brings their resort total to nine. The company's properties are in Lutsen, Duluth, Two Harbors and Grand Marais.
Source: brainerddispatch.com