Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors
by Greg Friedman
English | 2021 | ISBN: 3030624439 | 166 Pages | PDF EPUB | 3 MB
by Greg Friedman
English | 2021 | ISBN: 3030624439 | 166 Pages | PDF EPUB | 3 MB
With organic growth becoming more and more elusive, Mergers and Acquisition (M&A) activity within the RIA industry is at an all-time high. In 2019, RIA merger and acquisition activity accelerated its momentum compared to the halfway point last year, with a strong second quarter that saw 33 deals for a total of 65 for the first six months, according to the DeVoe & Co. Deal Book.