In the fast-changing world of wealth management, leaders need innovative ways to stand out and prosper. To remain competitive, attract talent, and fuel growth, firms need a modern strategy and approach. So, what does this look like?
In this episode Bruce Kelly sits down with Ken Hullings, EVP – Institution Solutions at LPL Financial to uncover how firms can set themselves apart from the competition and better serve their clients. Don’t miss out – hit play now.
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Bruce sits down with InvestmentNews colleague James Burton to dig into the post-acquisition stories of anger, surprise, and recruitment pitches..
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?
