The bear market has pressured financial advice firms’ revenue, and continued uncertainty has made some of those firms’ leaders nervous about making investments in their business. So for this week’s Barron’s Advisor Big Q, we asked independent advisor businesses to describe their top capital investment priorities for 2023. Not surprisingly, the bigger firms we interviewed, Creative Planning and Treasury Partners, sound a bit less anxious about capital spending in this environment than the smaller ones we spoke with, Runnymede Capital Management and Strategic Wealth Capital.
Andrew…