Wealth firms’ war for wallet share fuels consolidation, says Cerulli
Report reveals how top firms are taking more assets through M&A as they look to assimilate technology and service offerings.
The trend of consolidation continues to dominate the financial services industry, with wealth managers seeking to expand scale and capture a greater share of the advice value chain.
That’s according to a new white paper by Cerulli Associates, which examines how the ongoing wave of merger and ac
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