Bridgemark Strategies Press

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How Will a Capital Gains Tax Hike Affect Red-Hot RIA M&A Market?

Investmentnews.com

Many RIA sellers who were already contemplating an exit in the near- to mid-term are likely to see the handwriting on the wall and scramble to complete their sales before the tax increase takes effect.

Navigating the Blurring Lines Between M&A and Recruiting

Investmentnews.com

The competition for high-quality advisers and advisory firms, combined with an insatiable thirst for growth, is creating more choices for advisers as to both whom they partner with and how they choose to structure that relationship.

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