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.
Advisors’ options continue to expand. This week we see six firms merge into Kintra, another wirehouse breakaway to Sanctuary, Prairie View launching from former financial institution executives, Osaic recruiting to a W-2 channel that provides elements of independence and, of course, more acquisitions.
At the same time, many options – especially options that often can’t be corrected once chosen – can lead to confusion and regret. More than ever, advisors need information, guidance and the most useful of resources: wisdom.
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.