Uniting Financial Advisors to Learn More About Acquisitions, Succession Planning and Innovation
DeVoe & Company just released their 2020 DeVoe RIA M&A Outlook Study. This is their 3rd annual survey of RIAs to gauge current and shifting perceptions about M&A activity within the industry and it is full of great insights.
A couple of years ago, I had a chance to join Francisco Campos, a Strategic Relationship Manager at LPL Financial for a webcast and share with him the ways I've grown my business through multiple acquisitions, recruiting and marketing. I also discuss my partnership with LPL’s Business Consulting and Strategic Business Solutions team, and how …
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 …
Continue reading "What’s the Current Status of the M&A Landscape?"
AdvisorsUNITE 