The deal represents a newer option for Cetera-affiliated advisors, where the broker/dealer will take minority stakes in wealth management practices to fuel their growth.
This new study uncovers several key differences in both approach and value proposition between Next-Gen Advisors and Established Advisors – and includes some interesting surprises.
As a whole, few companies are really all that interesting. It’s not about growth or value, it’s about trying to identify the small number of companies that have the potential to be truly world-beating.
Don’t miss this important webinar on November 2nd as we explore the tax landscape for the remainder of the year and for 2023 – and analyze the major tax-related considerations clients can take to strength their portfolios.
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