Acquirers in the wealth management industry these days aren’t looking for sleepy one-person firms but those with specific characteristics.

Here are four qualities that they seek:

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

Don't have an account? Register for Free Unlimited Access