Though M&A activity for RIAs was down 5 percent in 2023, many observers don’t view that as a trend likely to go forward. In fact, according to Deloitte’s 2024 survey, 79 percent of C-suite respondents and 86 percent of private

Take a second to consider how often we use colors to communicate in our everyday speech. Did anything ever make you “see red”? Did some topic or decision fall in a “gray area”? Did your latest idea get a “green