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2022 M&A Recap in the Financial Services Space & What’s Next for the Industry

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Manage episode 355475475 series 3335590
Content provided by Jonathan Kuttin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Kuttin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We are back with our next episode of Quantum Growth for Financial Advisors! This week, we review the M&A space with David Grau Jr. at Succession Resource Group to recap what the wealth management industry saw in 2022. David talks about the noteworthy trends in M&A for financial advisors that occurred last year and compares

The post 2022 M&A Recap in the Financial Services Space & What’s Next for the Industry appeared first on Kuttin Consulting Group.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 355475475 series 3335590
Content provided by Jonathan Kuttin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Kuttin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We are back with our next episode of Quantum Growth for Financial Advisors! This week, we review the M&A space with David Grau Jr. at Succession Resource Group to recap what the wealth management industry saw in 2022. David talks about the noteworthy trends in M&A for financial advisors that occurred last year and compares

The post 2022 M&A Recap in the Financial Services Space & What’s Next for the Industry appeared first on Kuttin Consulting Group.

  continue reading

100 episodes

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