
How Organic Growth Is Powering a Pioneering RIA
Barron's Advisor
00:00
Acquisitions
Last year was your a strongest year organically for adding clients, but you also made an acquisition of s g advisers. So while acknowledging that m an a is not a focal point for you when you do buy firms, what are you looking for in general? "It's got to be a cultural fit," he says.
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