Added on March 2024 in M&A Issues
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Summary: Dave Welling, Mercer Advisors’ CEO, says the key to succeeding at RIA M&A is what happens after the deal has been struck.
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Summary: As long as the phones keep ringing, most RIA businesses are perfectly content to stick with tried-and-true tactics—the ones that brought them success in the first place. Do good work. Build relationships with clients. Introduce yourself to local attorneys. Then, watch your business grow.
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Summary: After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.
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Summary: Joel Bruckenstein reflects on the 20th anniversary of T3, and celebrates the growth and evolution of the financial technology community.
Added on March 2024 in M&A Issues
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Summary: Mergers and acquisitions are a key part of many fast-growing advisory firms’ strategies, with deals big and small getting a lot of attention from researchers, commentators and journalists alike.
