The big players in RIA M&A may be putting on a good face. But debt-heavy acquirers are starting to feel the impacts of the market environment, and it isn’t pretty.
The right technology tools offer time savings and efficiencies in advisors’ practices – to be redeployed to grow the business – and can help to provide a differentiated client experience and value proposition.
Learn to standardize workflows to streamline your business, target manual pain points to increase efficiency, harness data to add value for clients and more.
At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.
Join this webinar on Oct. 25th as our presenters cover what President Biden’s call for review of cannabis scheduling might mean for investors, effective strategies to help clients navigate investing in the developing cannibis industry, and more.
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