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.
The line between recruiting and acquisitions continues to blur. These two paths involve different legal structures, but the motivations often look similar: Advisors are solving for scale, technology, investment resources, succession support and client service. For many, the question is what platform can support their firm’s next stage of growth, and the choice of M&A or recruiting is just the vehicle to arrive at the answer.
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.