Plus Our WSRIA And Deals & Recruiting Roundups, Surveys On AI And Legacy Planning, Sustainable Organic Growth, Integrated’s Business Owner Move, Sagient’s New CIO And Seven Bridges’ Launch
Millennial Women’s Wealth Is Outpacing Men’s, Heralding A New Era Of Financial Dominance Among Advisors’ Younger Wealthy Clients, RBC Wealth Management Says.
Acquisitions By MAI, Bluespring, Waverly, CW Advisors And Arax; ECHELON’s M&A Report; Summit’s Merger With Premier; Aerodigm’s Launch; Appointments By Sowell And Composition; And Research By F2 And Hamilton Lane
M&A By Constellation Wealth, Beacon Pointe, Docupace And EP Wealth; Integrated Private Wealth Launches; Recruiting By Osaic, CAPTRUST And NewEdge; FPA Partners With Snappy Kraken; Gerber Kawasaki Selects Altruist; And Leadership Appointments By Sagient, Docupace And Beacon Pointe
