See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Christopher Mone, the former president of U.S. markets for Wilmington Trust Wealth Advisory, has been named an executive vice president and the head of wealth management at Wedbush Securities.
If you want a more meaningful practice, one that appeals to the next generation of clients, it would behoove you to steer clear of these overused phrases.
Concerns that M&A activity among RIAs would dampen in 2019 haven't become reality, according to Dave Barton, vice chairman at Mercer Advisors. “If it was just me, I could do 30 deals, easy,” he said.