Integrating culture in successful RIA mergers and acquisitions : the guide for financial advisors / Greg Friedman, Cynthia Greenfield.
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 dea...
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