Weekend Reading For Financial Planners (Jan 21-22)
CFO News Room
JANUARY 20, 2023
Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)
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