Why Wealth Consulting Group Is Building A Growth Brain Trust
Wealth Consulting Group’s advisory board shows how hybrid RIAs are using outside expertise to scale M&A, technology and advisor support.
WCG Hired A Platform Operator. That Says A Lot About Its Growth Plan.
Wealth Consulting Group’s Andy Kalbaugh hire shows how midsize hybrid RIAs are adding platform leadership for growth, M&A and succession.
Insurance Wealth Units Are Looking For Scale. Cetera Just Added Another.
Cetera’s Concourse Financial Group Securities deal adds scale, advisors and a new test of insurance-affiliated broker-dealer integration.