This is a repost of my number 9 most popular video of all time and now’s your chance to hear a little bit more about the story and this video. To check it out, click on “MORE of They told me not to ...

The wealth management M&A market is on fire. In the first half of 2025 alone, there were 148 transactions, setting a new record for any six-month period, according to DeVoe & Company. Fidelity ...