Wealth management firms need scale to help advisors thrive
Scale offers the solutions, capital and expertise entrepreneurial financial advisors need to serve their clients with distinction and build strong businesses.
Like many rapidly consolidating industries, wealth management is witnessing a shift in how firms drive market share and compete, and the narrative in the independent space is also evolving with this shift.
The number of U.S. brokerage firms is shrinking every year, with 3,394 firms registered wit
Learn more about reprints and licensing for this article.
