Data from PitchBook shows private equity-backed acquisitions in the wealth space are on track to match 2024’s record, with M&A players seeing no cause for deal slowdown even if the current market tumult continues.
First Horizon Advisors, which has about 110 financial advisors across $16 billion of client assets, will transition to LPL’s Institution Services platform in the second half of this year.
Michael Nathanson shares his vision for Focus Financial, offering an insider’s perspective on the firm’s evolution and differentiators and how that plays into the future of independence.
Amplify ETF CEO Christian Magoon shares some insights about the role ETFs, including black swan ETFs, can play in investment portfolios to help reduce investment risk during times of heightened market volatility.
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