Share of RIAs at Consolidators Doubled Since 2018

Published on November 13, 2024

A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find consolidators attractive.

Continue reading on website
Other news

Don’t Assume Your Standards Can’t Be Improved

November 13, 2024
These steps should help you share what’s important to the team with your senior advisor so he recognizes your point of view, and help you uncover what’s meaningful to someone considering joining you, as well as allow your senior advisor to be open about his objectives.

Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?

November 13, 2024
Advisors and clients cannot let the uncertainty surrounding the future of tax rules paralyze them.       Related StoriesTrump's Election and Tax Planning: What's an Uncertain Client to Do?