Expect powerful regional RIAs to emerge from the current round of financial advisory deal-making.
Thats the word from both industry experts and acquisition-minded wealth managers at the inaugural Deals & Deal Makers Summit in Santa Monica, Calif., on Thursday.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access