Andy Kalbaugh will lead The Wealth Consulting Group into its next phase of growth, which will include a new partners channel to help advisors with succession issues.
The acquisition of Brooklyn Investment Group and its parent, Brooklyn Artificial Intelligence, will expand tax-advantaged and AI capabilities for the firm’s advisor clients.
RIAs can create a potential client stream if they commit to a 401(k) channel that includes participant education and touchpoints, said panelists at Wealth Management EDGE last week.
Kirk McDonald discusses the characteristics of successful mid-cap companies, the challenges faced by mid-cap managers, and why mid-caps might be poised for success in the current economic environment.
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