See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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With the presidential and congressional elections just around the corner, the future of Dodd-Frank reform hangs in the balance. Despite the uncertainty, the now 4,400-page legislation was a hot topic at SIFMA’s annual meeting.
Mergers between advisors and accountants are often seen as marriages of mutual interest, but don’t kid yourself. Industry experts say there’s a Mars-and-Venus quality to the partnerships that makes success difficult.