ORLANDO, Fla. – They may have different expectations on the pace, but a variety of factors will mean aggressive consolidation in the industry, planning executives said at this week's Financial Services Institute’s annual OneVoice conference in Orlando.
If smaller firms hope to survive or even thrive, they will need to find partners, said Wilson Williams, founder and CEO of Dallas-based Williams Financial Group.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access