Added on July 2022 in M&A Issues
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Summary: The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year.
Added on July 2022 in Blog
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We are grateful to the RIA Community we have served over the past 12 years and look forward to the next 12.
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We are grateful to the RIA Community we have served over the past 12 years and look forward to the next 12.
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Summary: As collaboration platforms replace email as the primary form of internal communications, firms must take the necessary steps to protect themselves and their employees.
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Summary: As Kevin Myeroff explains it, many of his peers gripe about how difficult it is to find young talent and yet they refuse to pay up for it. “We created an apprenticeship that lasts for five years” that also “paid a working wage,” says the principal and senior strategic advisor of Akron, Ohio-based Sequoia Financial Group, a Barron’s-ranked top RIA firm. “We had to do it a different way because the traditional way was not working.”
