Los Angeles–area investment firm becomes fifth group to join SageView since launch of new M&A growth strategy focused on the intersection of retirement and wealth.
Speaking at the recent Wealth Management EDGE conference, the RIA deal-maker said the math points to a 15% market decline reducing a firm’s valuation by 46%—unless internal adjustments can be made.
In a discussion during last week’s WealthManagement EDGE conference, Chequers Financial Management founder Megan Gorman and Facet Wealth co-founder Brent Weiss discussed tech, fee clarity and subscription vs. AUM.
More actively managed ETFs have launched this year than traditional passive portfolios. Yet managers still face the challenge of convincing advisors they can outperform index-based funds.