Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace
WealthTech Today
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Navigating Mergers and Acquisitions: The Human and Operational Aspects
This chapter explores the complexities of mergers and acquisitions in the wealth management industry, focusing on the differences between being acquired and acquiring a firm. It underscores the necessity of operational readiness, strategic communication, and the impact of personal relationships on the success of these transactions.
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