Wealth Management industry news covering the financial markets, trends and wealth professionals.
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'The first deal I did was a complete disaster because I did it on my own,' said Ron Carson, founder and CEO, Carson Group, during a panel discussion on RIA M&A.
Citizens is contacting wealth firms that look like a good fit and attempting to negotiate with their principals directly as a way of avoiding the bidding process.
Rick Ferri talks about his start in the industry, how his thinking has evolved around Wall Street and whether a fee structure that charges clients for investment advice based on AUM can exist in a fiduciary framework.