Gearing Up For Recruiting And M&A In 2023

Larry Roth, CEO, Wealth Solutions Report

Plus Recruiting News, The Midterm Elections’ Impact On Advisors, Commercial Private Real Estate, Custom Indexing, Tax-Loss Harvesting And Top 3 Issues For Inheriting Tangible Assets

To My Fellow WSR Community Members:

We’re not past Thanksgiving yet, but 2023 is clearly in sight. It’s that time of year when firms produce budgets and projections so they can hit the ground running in January. For many firms, next year’s plans won’t be complete until the leadership team fully considers options for recruitment or M&A in the new year.

As your firm maps out 2023, we bring you the latest installment of the Recruiting Roundtable with expert views on consolidating trends and creative approaches to recruiting and M&A for the upcoming year, as well as the latest Transitions, Transactions & Promotions column.

In addition, we bring you the top three issues for inheriting tangible assets, thoughts on investment in commercial private real estate, custom indexing and tax-loss harvesting and the impact of the midterm elections on the markets and financial advisors.

This Week’s Issue

Here’s what we have on tap this week:

Balance of power in focus
Time to invest?
  • Can custom indexing improve your tax-loss harvesting? In the Digital Domain, Andrew Rosenberger, Head of Custom Indexing at Orion Advisor Solutions, describes how custom indexing can benefit client needs, including tax-loss harvesting, and strategies to harvest tax losses more efficiently. 
Inherit wisely!
What’s around the corner?

In case you missed it last week, also in Upmarket, Jeff Nash, CEO of Bridgemark Strategies, hosted our latest installment of the Recruiting Roundtable. He spoke with Lou Camacho, Chief Operating Officer of Stratos Wealth Holdings and President of Stratos Wealth Enterprises; Arthur Ambarik, CEO and Financial Advisor at Perigon Wealth Management; Jeremy Holly, Chief Development and Integration Officer of SageView Advisory Group and Thomas Goodson, President and CEO of The AmeriFlex Group. They discussed growth drivers and trends for recruiting and M&A in 2023.  

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Have a great week!


Larry Roth, CEO

Wealth Solutions Report

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