NEWPORT BEACH, Calif. - Thinking of buying or selling an RIA? The advisory industry’s impressive growth record -- and potential for continued success – likely makes this a great time to pull the trigger.
That was the takeaway from Dan Seivert, chief executive of Echelon Partners, the investment bank specializing in mergers and acquisitions that sponsors the annual Deals and Deal Makers Summit, speaking at the conference’s opening session.
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