From Wealth Management
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Summary: After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.
From Wealth Management
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Summary: Joel Bruckenstein reflects on the 20th anniversary of T3, and celebrates the growth and evolution of the financial technology community.
From ThinkAdvisor
Added on March 2024 in M&A Issues
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Summary: Mergers and acquisitions are a key part of many fast-growing advisory firms’ strategies, with deals big and small getting a lot of attention from researchers, commentators and journalists alike.
From ThinkAdvisor
Added on February 2024 in M&A Issues
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Summary: The volume of RIA mergers and acquisitions dropped last year after a decade of robust acceleration, DeVoe & Co. notes in a new survey.
From InvestmentNerws
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Summary: For years, the registered investment advisor side of the financial advice industry has preached it was cleaner in spirit and practice, and had fewer conflicts, than the brokerage side of the street.
