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.
As you put together your own unique plan, here are six best practices to consider as you create an effective and practical continuity plan.
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 …
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