Adjusted for Risk: M&A Trends in Wealth Management And How to Increase The Value of Your RIA Practice

Steward Partners Head of Legacy Division Scott Danner shares some fascinating information about the current trends impacting M&A in the RIA space.

Scott shares some great tips on how to enhance the value of your investment advisory practice and the challenges financial advisors face when looking to sell their practice or merge with another one. Lastly, Scott talks about the importance of culture in building your financial advisory practice.

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