Next gen addresses industry challenges of M&A and the younger client
Young advisers recognize technology plays a central role in their value proposition, even as the personal connection they have with clients is the secret sauce.
The breakneck pace of industry consolidation presents a web of new challenges for early-career advisers, according to a discussion of past and present InvestmentNews 40 Under 40 winners.
Merger and acquisition activity in the industry is on track for another record year. Billion-dollar RIAs, once
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