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.
Half of the stories in this week’s roundup address high or ultra-high net worth clients. Firms that compete successfully to buy or recruit advisory teams supporting these clients must provide more than simply the benefits of scale: They must build infrastructure that suits the clientele’s more complex needs, including multigenerational relationships, tax and estates planning, specialized investments and more. The attractiveness of the space continues to justify investments in the capacity to serve these clients.
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.