In reviewing the past year, advisors are looking for more ways to grow their business. How will they take the first step into 2023 with a growth mindset?
In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jim Cahn, Chief Investment Officer and Chief Business Development Officer for Wealth Enhancement Group, about WEG’s M&A strategy — and the role M&A could continue to play in the firm’s growth next year.
Specifically, Mark and Jim discuss:
- How Wealth Enhancement Group’s platform differs from other active, professional buyers
- How the 2022 market downturn has impacted M&A activity and smaller, less experienced buyers
- How WEG is driving organic growth for advisors outside of M&A
- How growth in the RIA industry will take shape in 2023
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Connect With Jim Cahn:
About Our Guest:
Jim brings significant financial services experience along with the investment management industry’s best thinking and best practices to his role as Chief Investment Officer of Wealth Enhancement Advisory Services. Throughout his professional career, Jim’s philosophy on investing has centered on providing clients with cost-effective, well-diversified portfolios and investment strategies that fit within a specific risk tolerance in order to help clients pursue their financial goals. Prior to joining Wealth Enhancement Group, Jim served as chief investment officer and portfolio manager for a Chicago firm, where he oversaw investment programs, launched a hedge fund-of-funds and consulted with clients. A frequent contributor to financial media, he has appeared on CNBC, Fox Business and BloombergTV, and has been quoted in The Wall Street Journal and The New York Times. He has also written a monthly column for Forbes.com since 2013.
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