Author-Matt-Regan

Posts by guest author Matt-Regan

The Myriad Of Challenges Facing Independent Advisors In 2024

How Independent Advisors Can Overcome Headwinds In Fee Compression, Compliance, The Labor Market, Client Expectations And Technology Costs

By WSR Newsroom

/ 6 May 2024

Integrators Or Aggregators? Where Long-Term Value Is Best Realized

Aggregators Should Refocus On Strategically Forging Integrated, Centralized Platforms For Increased Valuations, Efficient Advisors And Better Succession Execution

By WSR Newsroom

/ 7 Feb 2023

Integrators Or Aggregators? Where Long-Term Value Is Best Realized

Author-Matt-Regan

The Myriad Of Challenges Facing Independent Advisors In 2024

Integrators Or Aggregators? Where Long-Term Value Is Best Realized

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