Plus Our Wealthtech And Deals & Recruiting Roundups, Personalization At Scale, Seminars, Private Markets, Appointments By World And Sowell, Orion Partners On Insurance And Ascentis Adds A Firm
In A Highly Competitive Environment, Advisors Need Strong Home-Office Support To Consolidate Client Assets, Deepen Relationships And Generate High-Quality Leads
Acquisitions By MAI, Integrated Pension And Ascentis; Minority Stake By Elevation Point; Recruiting By LPL, Raymond James And Osaic; Simplicity Partners With LPL; And Appointments By Sowell, World, Mercer And AE Wealth.
