New research says last year wealth management mergers were at an all-time high. At least 138 independent advice firms changed hands in 2016 — a 10% rise over the year prior, according to a report by consulting firm Echelon Partners. Will the consolidation trend continue in 2017?
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|