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In reviewing the past year, advisors are looking for more ways to grow their business. How will they take the first step into 2023 with a growth mindset?
In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Jim Cahn, chief investment officer and chief business development officer for Wealth Enhancement Group, about WEG’s M&A strategy—and the role M&A could continue to play in the firm’s growth next year.
Specifically, Mark and Jim discuss:
- How Wealth Enhancement Group’s platform differs from other active, professional buyers
- How the 2022 market downturn has impacted M&A activity and smaller, less experienced buyers
- How WEG is driving organic growth for advisors outside of M&A
- How growth in the RIA industry will take shape in 2023
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