On the second afternoon of the Money Management Institute’s Annual Conference, Aaron Roome of Wells Fargo and I discussed the trends and opportunities for M&A buyers and sellers in wealth management. Read highlights from Wealth Solutions Report's editor-in-chief Julius Buchanan. And thank you to Craig Pfeiffer and the team at MMI for a wonderful conference. READ MORE: https://lnkd.in/eRpY38t5 #WealthManagement #MMIAnnualConference #WealthSolutionsReport #Mergers
RLR Strategic Partners
投资银行业务
New York City,New York 1,601 位关注者
Driving Transformative Growth for the Wealth Management Space
关于我们
RLR Strategic Partners is a New York City-based management and strategy consultancy that supports enterprises throughout the wealth management industry. We work in close collaboration with executive leadership teams, boards of directors and advisory boards to set tangible growth goals, develop high-impact strategies based on these goals, and actively support the implementation of business plans. When helpful for broader strategic planning and execution purposes, our senior professionals also serve as board members of the companies that we support. From early stage start-ups to long-established firms, we collaborate closely with business-to-business and consumer-facing enterprises of all sizes, and across all life cycles and models. While the businesses we partner with are diverse, they all share one thing in common: The ambition to accelerate their growth by helping to fundamentally transform the wealth management space through the positive disruption of traditional legacy structures. We believe the future of wealth management will be defined by companies that deliver strategies and solutions that leapfrog the current high-cost, low value-add legacy operating and technology structures that characterize much of this industry. Accordingly, we focus on partnering with companies that offer innovative practices and new technologies with the potential to seamlessly connect firms, financial services professionals and retail consumers of financial services in novel ways. Towards this end, we can seamlessly integrate strategic planning and execution solutions with access to unique growth resources in the areas of M&A advisory support and growth equity capital. We deliver access to these growth resources in close alliance with Berkshire Global Advisors, a leading global boutique investment bank focused on M&A for the financial services sector.
- 网站
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https://rlrstrategicpartners.com/
RLR Strategic Partners的外部链接
- 所属行业
- 投资银行业务
- 规模
- 11-50 人
- 总部
- New York City,New York
- 类型
- 私人持股
地点
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主要
US,New York,New York City,10023
动态
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We at RLR Strategic Partners are thrilled to highlight the publication of the Berkshire Global Advisors 2024 Financial Services Industry Review. This report offers an unparalleled look into the evolving landscape of the financial services industry, spotlighting trends, mergers, acquisitions, and the groundbreaking role of artificial intelligence. For industry professionals and stakeholders, this review is a treasure trove of insights and analysis, essential for understanding market dynamics and steering strategic decisions. Larry Roth is proud to serve as a senior advisor at Berkshire, after serving as a partner from 2001 to 2006. #FinancialAdvisors
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Commonwealth Financial Network’s?Peter Essele, shares his insights on the 2024 market and economic outlook with our CEO, Larry Roth. #sponsored Essele sees a “Goldilocks economy” in 2024 and says clients should not fear elections, but instead prepare for “unknown unknowns” through a properly diversified portfolio. #financialadvisors #wealthmanagement
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In this short video interview, Wealth Solutions Report CEO Larry Roth and Editor-in-Chief Julius Buchanan reflect on 20 years of T3 Technology Tools for Today conferences, sharing memorable moments from previous years and why they love to attend T3 conferences every year. Don’t miss T3’s 20th anniversary celebration in Las Vegas on January 22-25, 2024. Advisors: save $200 off your ticket with this code: WSR200 Learn more and register at?https://t3conferences.com. #T32024