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The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management

RIA+

CHAPTER

Successful Integration Strategies and Acquisition Lessons

This chapter delves into Dakota Wealth Management's effective integration of acquired firms, emphasizing the role of an integration team and the proactive approach taken to enhance decision-making. It also explores the company's unique culture, strategic growth plans, and the selective approach towards future acquisitions and organic growth.

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