Listen "Solving Operational Issues from M&A Transactions"
Episode Synopsis
As the wealth management industry continues to age, the number of advisory firms that will be transitioned due to succession planning or principal retirement is expected to increase dramatically. In fact, 2015 was the largest year on record for RIA mergers and acquisitions, with 2016 predicted to have even more. This trend, driven both by […]
The post Solving Operational Issues from M&A Transactions appeared first on COO Society.
The post Solving Operational Issues from M&A Transactions appeared first on COO Society.
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ZARZA We are Zarza, the prestigious firm behind major projects in information technology.