Also, contrary to popular belief that investment management has become commoditized, there was more demand for those services in 2022, while interest in financial planning dropped, according to a new study by the IAA and COMPLY.
Under the Gateway Growth Partnership, the OSJ will take a 15%-20% revenue stake in the advisor’s practice, in exchange for cash and equity in the firm's holding company.
Geller moved into West Palm Beach, Waverly Advisors moved into Austin and NewEdge Wealth moved into the Bay Area this week, as more than $10 billion in assets was transacted.
Third-party surveys are often relied on for valuation purposes; however, one must be cautious in their use when actual trades in the public market are confirming a value that is substantially different.
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