See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Gabriel Garcia is coming onboard as a managing director for the $13 billion Cresset to seek out RIAs and advisory teams who may want to join the multifamily office.
Harris Baltch, Dynasty Head of M&A and Capital Strategies, is joined by Marty Bicknell, CEO of Mariner Wealth Advisors, to discuss how to negotiate and close RIA M&A successfully. Join the two as they delve into how to close deals in a virtual...
