Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
What separates firms that plateau from firms that continue to grow? Join a panel of firms who have successfully scaled their businesses and hear the real-world decisions that helped them move through key growth milestones. From technology investments and operational changes to outsourced services and strategic partnerships, we'll explore the practical steps firms took to create capacity, improve efficiency, and fuel long-term growth.
Forward-thinking RIAs are taking a different approach to technology. Once viewed by most as a burden on the firm’s balance sheet, savvy RIAs recognize that strategic investments in tech can serve as a linchpin to fuel growth and better serve the evolving needs of next-generation clients.
The wealth management industry appears to be fixated on the first decline in mergers and acquisitions activity in more than a decade, capturing the attention of industry experts eager to understand the factors behind this shift. DeVoe & Company’s report highlights that the main factors impacting a decrease in volume included high interest rates, extended due-diligence efforts, evolving deal structures, and an increased emphasis on scrutinizing valuations.
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
