Despite persistent concerns from clients about the state of the economy, indicators are either fine or improving, according to Cetera Chief Market Strategist Brian Klimke.
Numerous speakers at Wealth Management EDGE said buyers would want to see that its AUM wasn’t primarily tied to a small number of clients and that its growth wasn’t spurred mainly by the market.
The first day of the Wealth Management EDGE conference included a series of panels on RIA growth, AI, investing and more, plus a conversation with Miami Dolphins Head Coach Mike McDaniel.
Stich, who left digital custodian Entrustody in January, joins MarketCounsel this week as executive managing director and will take over a lot of the operational responsibilities from President and CEO Brian Hamburger.
