Raj Bhattacharyya talks to Financial Planning about M&A
May 8, 2023 – Chief Executive Officer, Raj Bhattacharyya was featured in Financial Planning offering thoughts on the M&A landscape at a recent roundtable. “There’s a tremendous benefit to clients of getting more resources. There’s a tremendous benefit to advisors being part of a larger whole without really necessarily giving up autonomy and things that […]
No Change Despite Friday’s Spike UP
May 8, 2023 Good morning, The S&P 500 (SPX) saw a sizeable jump on Friday (+1.84%). The employment numbers were mixed and were viewed positively and negatively by bulls and bears, respectively – more noise than anything else. Pressure came off the regional banks on Friday, and while by itself that would not be enough […]