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When Kristine McManus got the unexpected news that she had an aggressive form of breast cancer, she began to focus on living life urgently and cherishing meaningful moments.
Numerous speakers at Wealth Management EDGE said buyers would want to see that its AUM wasn’t primarily tied to a small number of clients and that its growth wasn’t spurred mainly by the market.
How RIAs grow and manage that growth was a focal point of many speakers at Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla.
The commission’s proposal will make it more difficult for clients “to use false identities to establish customer relationships” with advisors, according to Chair Gary Gensler.
