Concurrent’s Managing Director Of Practice Synergies & Enterprise Consulting Explains How Owner Advisors And Rising Leaders Should Think About And Plan For Succession
Plus Our Wealthtech And Deals & Recruiting Roundups, Hightower’s New Channel, NorthRock’s And VestGen’s Acquisitions, Cerulli On Retirement Plans And Prudential’s New Offices
Acquisitions By Beacon Pointe, NorthRock And Raymond James. M&A Reports By DeVoe And ECHELON. Recruiting By Cetera And LPL. Appointments By WealthVest, Advyzon, Stratos, Kestra And Edelman.
