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Uniting Financial Advisors to Learn More About Acquisitions, Succession Planning and Innovation

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Tag: InvestmentNews

Posted on May 25, 2018May 25, 2018

What’s the Current Status of the M&A Landscape?

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 …

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