RIAs Aren't Growing, and It's a Problem We Need to Fix
The dips in M&A and total assets in 2022 should have been a wakeup call for the industry to return its focus to organic growth.
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The dips in M&A and total assets in 2022 should have been a wakeup call for the industry to return its focus to organic growth.
Nesvold will work closely with all units of the bank that touch wealth management, including Emigrant Partners, where she'll serve as chair.
Mark Hurley has penned a nearly 100-page whitepaper sketching a bleak but compelling future for the wealth management industry.
Participants at the recent MarketCounsel Summit grappled with balancing the "professionalization" of the independent wealth management space
The industry will become less of a club and more of a jungle, with big firms squeezing smaller competitor margins.