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WealthStack Podcast: Joe Duran on Change in Wealth Management - Vimarsana News

WealthStack Podcast: Joe Duran on Change in Wealth Management

In the WealthStack podcast, Mark Bruno and Joe Duran discuss how modern technology and current worldwide events have changed the way advisors work.

RIA Edge: Wealthcare's Matt Regan on Drivers of Strategic RIA Growth - Vimarsana News

RIA Edge: Wealthcare's Matt Regan on Drivers of Strategic RIA Growth

Wealthcare Capital Group President Matt Regan discusses the approach his firm takes to thinking about growth on a daily basis.

Informa Connect Hires Mark Bruno for New Wealth Management Leadership Role - Vimarsana News

Informa Connect Hires Mark Bruno for New Wealth Management Leadership Role

/PRNewswire/ -- Today, Informa Connect announced a key executive appointment as part of its strategy to enhance its offerings for the wealth management...

Mark Bruno Joins Informa Connect in New Wealth Management Role - Vimarsana News

Mark Bruno Joins Informa Connect in New Wealth Management Role

Mark Bruno Joins Informa Connect as Managing Director of Wealth Management Bruno, a long-tenured executive for InvestmentNews and more recently Echelon Partners, brings deep ties to the advisory community and will focus on bridging media and events at Informa. Mark Bruno, an industry leader with more than 20 years of experience in wealth and asset management, is joining Informa Connect in the newly created role of managing director of wealth management.  Before joining Informa, Bruno was managing director at Echelon Partners, a leading investment bank to the rapidly consolidating weal...

Biden tax talk seen driving RIA M&A activity - Vimarsana News

Biden tax talk seen driving RIA M&A activity

Biden tax talk seen driving RIA M&A activity The record deal volume in the first quarter is being attributed to multiple factors, not the least of which is President Joe Biden's threats to hike capital gains taxes. April 8, 2021 2 MINS The quarterly updates on mergers and acquisitions in the financial advisory space are sounding like a broken record as the string of unprecedented activity continues with no slowdown in sight. Analysts point to multiple factors driving the white-hot pace of consolidation, including the aging adviser demographic, a flood of hungry private e...