Under AmeriFlex's new program, an advisor sells 30-40% of their current revenue to the OSJ in exchange for a check. The program was created with Larry Roth, industry consultant and longtime IBD exec.
Snowden Lane’s Rob Mooney discusses the major changes in the wealth management landscape including the navigation of M&A and various client acquisition strategies.
The only thing that matters for a lot of these aggregators is their bottom line and the financial arbitrage that is being catalyzed by M&A, writes Patrick Brewer of WealthSource Partners.