April 1, 2024 – CEO Raj Bhattacharyya appeared on Nasdaq TradeTalks with host Jill Malandrino to discuss “Why M&A Will Play a Pivotal Role in the Wealth Management Industry” – a panel focused on the impact that M&A continues to have in the industry, what leaders are seeing in 2024, and how these trends in growth will continue to shape wealth management. Raj was joined by fellow panelists Jim Gold, Co-Founder & CEO of Steward Partners, and Brandon Kawal, Principal at Advisor Growth Strategies, to discuss why M&A will play a pivotal role in the wealth management industry to heightened competitive pressure and scaling opportunities. Watch the full panel discussion here.
