Beyond organic growth, one of the greatest challenges for wealth management firms "is the scarcity of talent to successfully serve high-net-worth families."
Brian Hughes, Hughes Growth Strategies |
Summary: Two well-known wealth management firms with combined assets of nearly $10 billion — one a rising industry power and the other a fallen one — are combining to form yet another RIA mega-firm.
Beyond organic growth, one of the greatest challenges for wealth management firms "is the scarcity of talent to successfully serve high-net-worth families."
Brian Hughes, Hughes Growth Strategies |
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