4 questions for an RIA in the wake of its M&A succession deal
4 questions for an RIA in the wake of its M&A succession deal

4 questions for an RIA in the wake of its M&A succession deal

Julien Dimitri Rigon

16 min
Business & Finance
چلائیں

تفصیل

<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>

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