Many founders of RIA firms have devoted so much of their careers ensuring the success of their clients that they have neglected to ensure the long-term viability of their own advisory firm. If this sounds familiar, now may be the time to proactively weigh the benefits that a merger, acquisition or tuck in could offer your business. Learn more:
• Read Pershing’s latest whitepaper.
• Watch a replay of our webcast: “How RIAs Can Jump their Growth Curve: Inorganic Growth.”
• Listen to our Zoom In podcast featuring Ben Harrison and Raymond James’ Liz Nesvold for a deep-dive discussion on M&A industry trends.
– Sean Keenan, Director, BNY Mellon | Pershing