RIA acquirers and M&A consultants speaking at Wealth Management Edge said firms with G2 leaders, including equity stakeholders, are often more desirable targets and will fetch a higher value.
Read MoreThe withdrawn rules cover various complicated issues that impact RIAs, including AI, ESG, cybersecurity and safeguarding client assets. One attorney claimed the SEC’s decision would be a “relief” to smaller advisors.
Read MoreThe advisors will join RBC offices in St. Paul, Boise, Idaho and Beverly Hills. This is the firm’s latest recruitment from UBS in recent months.
Read MoreShannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI, to unpack how MSCI Wealth Manager transforms complex data into actionable insights for advisors.
Read MoreFor the RIA industry to shed the “eat what you kill” label by the next generation, they must “break resistance” to passing on clients, according to panelists speaking at Wealth Management EDGE.
Read MoreLow-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management.
Read MoreMission Wealth’s Michelle Winkles shares how advisors are using AI to revolutionize marketing.
Read MoreMission Wealth’s Michelle Winkles shares how advisors are using AI to revolutionize marketing.
Read MoreThe asset manager, known for its low fees and prior experience with dual shares, could be a formidable competitor if the SEC approves a hybrid structure for actively managed mutual funds.
Read MoreThe asset manager, known for its low fees and prior experience with dual shares, could be a formidable competitor if the SEC approves a hybrid structure for actively managed mutual funds.
Read MoreWealth Management EDGE wrapped up with "War Games" and Cougars.
Read MoreRIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.
Read MoreRIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.
Read MorePlanning a college tour with your teenager can be a logistical nightmare.
Read MorePlanning a college tour with your teenager can be a logistical nightmare.
Read MoreAs information and AI become more available, the human connection will emerge as the only differentiator for advisors seeking nextgen clients, according to speakers at Wealth Management EDGE.
Read MoreAs information and AI become more available, the human connection will emerge as the only differentiator for advisors seeking nextgen clients, according to speakers at Wealth Management EDGE.
Read MoreThe group is the latest sign of the Board’s focus on AI; last month, it released an AI-assisted test prep course and unveiled compliance checklists for advisors using Gen AI earlier this year.
Read MoreThe group is the latest sign of the Board’s focus on AI; last month, it released an AI-assisted test prep course and unveiled compliance checklists for advisors using Gen AI earlier this year.
Read MoreKKR's Matthew Magill explores the explosive growth of private markets.
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