Financial Planning: Jim Cahn Featured in “Wealth Management M&A Hits High in 2024, 2025 Growth Expected”

Jim Cahn, Chair of the Investment Committee and Chief Investment Officer at Wealth Enhancement was featured by Financial Planning in “Wealth Management M&A Hits High in 2024, 2025 Growth Expected.” 

“We see a lot of new entrants trying to gain scale and bidding for deals, but it will be hard to catch up to the current industry leaders as they have an advantage,” Cahn said. “Sellers are better off working with an experienced buyer.” 

Access the full article authored by Frank Gargano here.