Why hedge fund managers, advisory firms and other financial services firms are basking in the sun in Miami.
Having a capital markets division in-house gives financial advisors the opportunity to access high-quality transactions for their clients.
Advisors looking to sell their practices can still get fair value for their life’s work, but they should avoid overly complicated deals and do their homework to find the right buyer.
Smaller B-Ds and independent RIAs give advisers a platform for more strategic growth as well as a more attentive and supportive environment.
