A lot of these advisers don’t necessarily want to sell their practices completely and retire cold turkey. They want to stay somewhat engaged."Keith Weber, chief marketing officer, CUSO Financial Services
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Summary: Banks and credit unions are out in force in search of RIAs and independent advisory practices to acquire. The problem is they can't find them.
A lot of these advisers don’t necessarily want to sell their practices completely and retire cold turkey. They want to stay somewhat engaged."Keith Weber, chief marketing officer, CUSO Financial Services
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