Jonathan Curley, a former RIA, will perform due diligence on firms Pensionmark is looking to acquire.
Tag: registered investment adviser
Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired...
The DOL revisits the potential for adviser/client ongoing relationships.
Experts say it’s a seller’s market, and the consolidation of the industry will yield better services for retirement plan participants.
Larger, more established firms are acquiring wealth management and RIA firms.
After a record year for wealth management M&As in 2019, Fidelity expects the momentum will continue into 2020.
The agency says RIAs are fiduciaries
AI is just one strategy they use to drive profitability
They plan on using it to better understand clients’ needs.
The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.