From InvestmentNews
Added on November 2019 in M&A Issues
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Summary: The aging financial adviser demographic is expected to put $1.6 trillion worth of client assets in play over the next five to 10 years, according to research from Cerulli Associates.
From RIA Match
Added on November 2019 in M&A Issues
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Summary:To advance to the next level, our Buyer Preparedness ebook is a comprehensive guide to list all of your firm's attrtibutes. The process will help you identify your key differentiators and succinctly promote your core attributes and value proposition.
To get your copy of the Buyer Preparedness ebook, email concierge@riamatch.com and include your phone number and email.