Alison Considine Explains How Segmentation Helps Advisors Create Operational Efficiencies, Tailor Service Models And Match The Right Tools And Workflows To The Right Clients.
Plus Our Wealthtech Deals & Recruiting Roundup, Alex David Moves To Equity Services, Coldstream’s Milestone, 10 Actions To Consider And Wealth Enhancement’s Acquisitions
M&A By Wealth Enhancement, EP Wealth, MCF Advisors And Mercer. Constellation Staking DayMark. Recruitment By Osaic, Prospera And AmeriFlex. Leadership Appointments By Osaic, Equity Services And Focus Financial. And SEI’s Founder Steps Down As Director.
