Summary: Our latest industry white paper details the 7 key capabilities that all RIA buyers need to develop before engaging in M&A activity. This report also highlights four industry leaders and the lessons they have learned from their varied experiences.
 In order to capitalize on the consolidation movement taking place in the RIA industry, firms need to increase their technology investments, improve management capacity, hone their communications skills, and develop operational infrastructure in order to succeed.”Matt Sonnen, PFI Advisors |
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