Family Office Services Drive the Organic Growth Necessary for RIA M&A
Diana Britton | WealthManagement.com, July 2019
Read the article online >Summary: For advisors looking to get in on the action, the best way to improve a firm’s valuation is via organic growth, according to panelists at Pershing’s RIA Symposium in New York this week. And a few high-end RIAs speaking at the conference said their ancillary services, or family-office-like offerings, are driving that growth in their businesses.