‘Still In The Early Phases Of Consolidation’ – Chief Growth Officer Expects Strong Deal Flow, Solid Valuations, More Equity, Greater Scrutiny And Longer Deal Cycles
NewEdge, Integrated Partners, Arkadios, Cadaret Grant, Carson Group And Savvy Conduct Recruitments. Osaic To Acquire $108 Billion Lincoln Wealth. Edelman Financial Engines Acquires NEPPS And NEIC. And CAPTRUST Acquires Trutina.
The Top Wealth Management COOs And Coverage From The MarketCounsel Summit, Plus Advancing Women Clients, Weekly Recruiting, NewEdge’s UHNW Move, Tuck-Ins And Staying Off The Sidelines
Snowden Lane Recruits Advisors. Diversify Advisor Network Launches. Constellation And Summit Invest In Firms. Merit Acquires Clearbridge. NewEdge Facilitates UHNW Client Services. White Glove And TouchFuse Merge. And Andrew Marsh Joins The Wellington-Altus Board Of Directors.
Despite Election Year Emotions, Recession Risk And High Money Market Rates, Selective Bond And Equity Investments Serve Clients Better Than Complacency In Cash
