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But eventually you must. “Make sure you’re ready,” says Raj Bhattacharyya, CEO of Robertson Stephens.
Wealth management’s record-breaking M&A streak may be at an end as signs point to a slower 2023.
Founder Brian Thorp is hoping that the SEC’s updated marketing rule will help push his site to become the Yelp of wealth management.
He will head the organization in charge of the most popular certification for financial advisors as it launches a first-ever comprehensive review of its competency standards.

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Nearly 40 percent of financial advisors plan to retire in the next 10 years, and overall advisor headcount growth is starting to decline. As a result, an opportunity could be at hand for younger advisors.
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