Mary Ann Buchanan, founder of RIA Match, was exhibiting to promote her website that allows firms to find its M&A or recruiting match. Whether the search involves succession planning, new hires, breakaway brokers or advisors in transition, the RIA Match site has a growing database that encompasses all.
Frank Noto, Chief of Business Affairs, RIA Biz. |
An advertiser's-eye view of what the new-look FPA looked like in Seattle
Frank Noto | RIA Biz, September 2014
Read the article online >Summary: There were the big stars — Schwab, TD Ameritrade, etc. But again, the key players were at the booths of smaller firms that have been successful (or are trying to be) in carving out their niche within the advisory world.
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