WealthManagement Edge

Latest research from WMIQ and Pershing highlights how financial advisory firms are building teams to meet their own expectations for growth in 2023, despite the economic and market head winds.

The merger represents Hightower’s seventh deal this year and third merger it has facilitated between firms.

Fieldpoint Private exits the advisory business as Mercer acquires two firms this week and Mariner, Waverly and Kestra all add one.

The wealth management industry has entered the phase where marketing must produce business results, according to speakers at the MarketCounsel Summit.

The financial services matchmaker and RIA investor are joining forces to provide succession seekers with more than just an introduction.

At the MarketCounsel Summit, executives with Advisor Growth Strategies questioned the certainty that rising interest rates will result in a cratering of M&A activity.

Schwab Advisor Services looks at how RIAs are sweetening the employment pot to attract top talent.