Dealmaking on the part of mega-aggregators and large consolidators has increased steadily over the past decade.
Large super-OSJs without their own RIA need to consider the risks of decelerating growth and irrelevance over the long run.
Forecasting the future of the super-OSJ model’s viability requires assessing the present state of the super-OSJ space.
The process of hunting for a new broker-dealer is all about finding the right cultural and strategic fit.
What IBDs can expect now that the post-DOL recruiting thaw is happening and how they can take advantage of these trends.