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
 
Resources:
 
RIA Edge Podcast: https://www.wealthmanagement.com/ria-edge-podcast 
 
Connect With Mark Bruno:
 
https://www.wealthmanagement.com/ 
LinkedIn: Mark Bruno: https://www.linkedin.com/in/mark-bruno-046b735/ 
Twitter: Mark Bruno: https://twitter.com/brunz99 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
 
Connect With Jim Cahn:
 
LinkedIn: Jim Cahn: https://www.linkedin.com/in/jamescahn/ 
Wealth Enhancement Group: https://www.wealthenhancement.com/s/ 
 
 
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.

RIA Edge Podcast:  Wealth Enhancement Group’s Jim Cahn: The Drivers of RIA M&A in 2023

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

RIA Edge Podcast: Wealth Enhancement Group’s Jim Cahn: The Drivers of RIA M&A in 2023

WealthManagement.com

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