'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.
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.
Private Ocean Wealth Management's Greg Friedman and Cynthia Greenfield discuss their most recent book, Integrating Culture in Successful RIA Mergers and Acquisitions, as a way to share their experience and expertise.
While providing feedback to employees about their job performance is valuable, it’s much more important to use this opportunity to allow employees to feel supported and heard.
