Marcum Wealth CIO Michael McKeown featured in WealthManagement.com’s 2024 Midyear Outlook

Excerpt:

Team-based advisors grow faster, as the latest report from Cerulli Associates shows. Yet resources are finite at firms. Deciding how to train, retain, and grow your most valuable asset—your team—is a challenge… The scale of the business is an obvious benefit to building the team of the future. But what if the benefits go beyond this? Rather than individual or team silos, centralizing key firm functions is the catalyst to unlocking growth.

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Disclosure

Marcum Wealth, LLC (“Marcum”) is not affiliated with the publication shown herein. Article submissions in collaboration with publications, media, or other organizations nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Marcum is engaged, or continues to be engaged, to provide investment advisory services. Marcum paid an administrative fee to be featured in the publication. Recognition should not be construed as a current or past endorsement of Marcum by any of its clients.

WealthManagement.com 2024 Midyear Outlook: This publication is as of August 15, 2024, based upon content submission provided by Marcum and the participating adviser. Submissions were selected by WealthManagement.com’s editorial team.