Following two slow months for dealmaking in the RIA space and reports that M&A is slowing but deals are growing, the industry announced no fewer than 15 transactions this week—only one of which even came close to $1 billion in transacted AUM.
Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.
Rhys Williams discusses the increasing importance of holistic financial planning and how advisors are adapting to meet the unique needs of different generations.
