| The RIA M&A Party Rolls On |
| Among the 57 deals announced by wealth management firms from January through June, 46% involved an acquiring firm that had bought at least one other wealth manager since the start of 2019.
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| Whatever Suits |
| It’s in the news almost daily: Many Americans are simply unready for retirement—whatever their notion of retirement may be. Yet, depending on their personal circumstances and retirement goals, many may be readier than those nay-sayers believe.
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| Sourcing Advisory Talent in Unexpected Places |
| James Marshall, president of Spectrum Investment Advisors, is another retirement industry executive who has embraced the maxim of hiring talent that reflects the clientele. In his firm’s case, given that many of the thousands of plan participants the firm serves are nearing retirement, this effort has involved the hiring of a team of “retirement coaches.”
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