Laura Ward is joining William Blair as a managing director and wealth advisor out of San Francisco a month after her previous firm collapsed and was acquired by JPMorgan Chase.
The four provisions that require changes revolve around RMDs, employer contribution to pension plans, SIMPLE and SEP plans, and catch-up contribution allowances.
While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.
With the sector facing headwinds, HNWI enthusiasm for commercial real estate has dampened and what type of investments they prefer has shifted, according to WMRE exclusive research.
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