After the Close: Building a Truly Integrated RIA Following a Merger or Acquisition
Sep 17, 2021
30:34
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
Mergers and acquisitions are becoming a more common way for larger RIAs to grow. But successfully managing a merger or acquisition after the deal closes is anything but a straight line — and many RIAs are looking for guidance on how to build a “culture of one.” In this episode, Mark Bruno, managing director at …
RIA Edge