Comment & Analysis
Wealth Management M&A Frenzy Continues: What are the Technology Implications?
In spite of a sharp but brief slowdown because of the pandemic, 2020 was a record year for mergers and acquisitions in the wealth management space. According to Wealthmanagment.com, firms completed between 159 and 205 deals, depending on who’s counting and how one defines a wealth manager.1 And now, the…
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