Finance News
Using Data to Drive Better Results
Compensation is key to advisory firm profitability and growth, and getting it right involves having the right data, says Aaron Wells.
By NB
Jul 8, 2023
Current Trends in Advisory Firm M&A
Rising interest rates haven’t chilled the still hot advisory M&A market, says Eric Leeper, who sees more interest among younger owners.
By NB
Jul 8, 2023
Former Wealth Magnets Are Losing Their Luster
More millionaires are forecast to move to new countries in 2023 and 2024 than ever before.
By NB
Jul 8, 2023
RIA Roundup: Emigrant Partners Stakes MONECO Advisors
Emigrant has added the 21st growth-oriented platform to its expanding portfolio of independent wealth management businesses, while no less than six firms announced recruits or acquisitions this week.
By NB
Jul 8, 2023