Tuck-ins are a trend that is getting good results. It appeals to experienced advisors who don’t want to run their own business or have a time-to-market issue if they are breaking away.”Dan Seivert, founder and chief executive, Echelon Partners. |

Summary: Finding the right firm to acquire is hard enough, but attracting top talent is becoming increasingly problematic for growth-minded registered investment advisors.
Tuck-ins are a trend that is getting good results. It appeals to experienced advisors who don’t want to run their own business or have a time-to-market issue if they are breaking away.”Dan Seivert, founder and chief executive, Echelon Partners. |
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