Rise Growth’s Joe Duran and Kitces.com’s Michael Kitces debate some of the most pressing issues in wealth management, including the need to have a brand, the value of private equity and whether culture matters.
Michael Nathanson, who helped pioneer the mega-RIA, said the industry has moved beyond aggregation to interconnected firms that can meet advisor and client needs in areas including technology and broader services.
Angelo Planning Group is one of Commonwealth’s largest affiliates to date, and the move comes several months after LPL Financial purchased the broker/dealer in a blockbuster deal.
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