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Summary: There has been a lot of talk that the DOL fiduciary rule will push advisors to merge or be acquired by larger firms. In fact, a few firms have started to advertise that they are looking for independent firms to come into their fold, promising scale and efficiencies –especially around compliance – that smaller firms (and individual advisors) can only dream about.
 If you are the boss of your firm, take some time to look around. Does your firm look like what you think it should? If you suddenly merged or were acquired, what would a change of leadership do to your firm? Why not take that leadership challenge and make the changes to your firm today? Maybe down the road, you will be the acquirer instead of the acquired..”John Anderson, Managing Director, SEI. |
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