2023 PA Practice Progress Webinar Series: Advisory Business Models/M&A
Advisory firm mergers and acquisitions have been happening at a fast clip. Many retirement plan advisory firms have decided that wealth management has a place in their business, and vice versa. Additionally, more practices are moving beyond just advising on investments and plan design and are working directly with individual participants and consulting on benefits such as health or emergency savings plans.
Join PLANADVISER for a discussion about the state of the retirement plan advisory industry, how adviser roles are evolving and what aggregator firms can (and cannot) offer advisers.