2021 Wealth Management Industry Outlook
If you’re an advisor considering the sale of your wealth management firm, now could be the perfect time to put a plan into motion—ideally before year-end. We will likely see both the tax landscape and economic environment change significantly following the upcoming election, so it is important to proceed with a keen sense of urgency if you’re seriously considering the benefits of a sale.
Financial Advisor Magazine, December 16, 2020
