From the RIA Intel Archive
Mega-RIAs Are on the Prowl. But a Bad Deal Can Quickly Backfire on an Advisor.
Giant RIAs are aggressively targeting fast-growing, high net worth-focused firms. Before acting, advisors should pay heed to these key considerations.
By
David Sterman
September 10, 2019
Lovell Minnick Partners
Emigrant Partners
Brad Armstrong
Tim Welsh
David Sterman
