Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco

from Quantum Growth for Financial Advisors

In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024. Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the independent broker-dealer and RIA space. The conversation The post Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco appeared first on Kuttin Consulting Group.

Episode metadata supplied by the publisher feed · Published May 2, 2025

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Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco

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