The Patagonia Purpose Trust, and how high-net-worth individuals combine tax mitigation and charitable intent, was a thematic story in 2022 for advisors.
The latest Wealth Management IQ establishes benchmarks for which channels and practices firms are currently using to market themselves to potential clients.
Advisors and analysts look back on their best and worst calls, with ideas on ways retail investors should position themselves heading for the new year.
In partnership with Skyview Partners, Cambridge and Bluespring Wealth Partners
According to the latest Wealth Management IQ research, the market for advisory firms sizzled in 2022 – with some 70% of respondents saying their firm explored an acquisition, sale or merger on some level.
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