Private Equity Succession Planning is Driving Consolidation Among Wealth ManagersSome 36 percent of advisors plan to retire in the next 10 years. More than a quarter of these are unsure who will take over their firm. July 27, 2023
Investment Banking Is the wild ride for the RIA M&A market over?“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt. March 18, 2020