Solving Operational Issues from M&A Transactions

19/04/2016
Solving Operational Issues from M&A Transactions

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.