Last year at the Riskalyze Fearless Investing Summit, our founder Alex Chalekian, had a chance to talk to the great folks at InvestmentNews and discuss the current status of the M&A landscape. Alex also answered some questions on young advisors joining the industry, what size practice should advisors look to acquire, what has been Lake Avenue Financial’s “sweet spot” and what’s the biggest hurdle during an acquisition.
Uniting Financial Advisors to Learn More About Acquisitions, Succession Planning and Innovation
AdvisorsUNITE 