The Wealth Advisor

(AssetMark) Acquisitions in the financial services industry are guided by the search for value. Firms considering selling or merging their practice must be aware that today’s buyers are seeking ways to unlock future advantages by acquiring the ability to scale effectively. This trend persists in a still-fragmented marketplace where consolidation is increasing in velocity and changing the entire competitive landscape in the process.

Four out of every five advisors told intelliflo in a 2023 survey that they have observed a widening financial gap in those who want financial advice and those who can access it. With all of the technology available today, why is this problem growing?