For over 19 years, Alex has been dedicated to assisting his clients in working towards their financial goals. He has served as a financial consultant to many successful professionals, business owners, and retirees. In this interview, Alex shares his views on the future for financial advisors depending on whether they take advantage of using robo-advisors; …
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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