RIA M&A activity has plateaued in recent months, but 2024 is still on track to surpass 2023 volume, according to DeVoe & Company’s latest RIA Deal Book.
Michael Conway shares how advisors at his firm, Conway Wealth, prioritize a deep understanding of each client’s values and put health and well-being at the center of the planning conversation.
A new all-in-one tech stack includes components of Wealthscape, eMoney, and Advyzon, while an advisory bundle includes Wealthscape, eMoney and FMAX Essentials, a slimmed down version of FMAX.
