Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as storylines to look out for in the...
Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.
Industry experts cited the DOL’s fiduciary rule, further guidance on the SEC’s marketing rule and potential movement on unpaid FINRA arbitration awards as possible developments in 2024.
The independent broker/dealers that tighten connections with their advisors and demonstrate flexibility in their affiliation models will be competitive in the year ahead.
This follows a July partnership announcement with Silver Lake Waterman and a C round in 2021.
These nine episodes provide diverse points of view, cutting-edge information, inspirational guests and valuable insights to help advisors improve both their professional and personal lives.
Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.
A review of the most influential trends that impacted advisors in 2023, plus predictions and actionable guidance for 2024.
