Don’t expect too many more large deals like Goldman Sachs’ $750 million acquisition of United Capital in the near future, says Joe Duran’s former business development exec. But there will be plenty of options for consolidation among current RIAs.
Hungry for leads, Northwestern 'Matchmaker' Mutual is working with wedding planning platform The Knot.
The numbers show advisors are still only lukewarm toward socially responsible investing.
