
4 questions for an RIA in the wake of its M&A succession deal
Julien Dimitri Rigon
16 min
Business & Finance
Deskripsi
<p><a href= "https://www.financial-planning.com/podcast/4-questions-for-an-ria-in-the-wake-of-its-m-a-succession-deal" target="_blank" rel="noopener">A pair of financial advisors</a> whose practice merged with Mercer Advisors reflect on how it’s changed their day-to-day and share advice for other planners.</p>
Pengunggah
Episode
1
4 questions for an RIA in the wake of its M&A succession deal
Julien Dimitri Rigon