Julius Buchanan, Editor in Chief, Wealth Solutions Report posted his commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup.
Lead generation provider WealthReach made an interesting move this week by acquiring the intellectual property of consultancy Model FA, which specializes in coaching, marketing and advisor development. Both operate in competitive spaces, and the combination may generate an edge by connecting consulting with lead generation to provide advisors with more services from a single provider along the chain of organic growth creation.
To see the Wealth Solutions Report Deals & Recruiting Roundup for the week, click here. Visit Wealth Solutions Report for the latest wealth management insights, analysis and news.