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With the presidential and congressional elections just around the corner, the future of Dodd-Frank reform hangs in the balance. Despite the uncertainty, the now 4,400-page legislation was a hot topic at SIFMA’s annual meeting.
For most advisors looking to grow through acquisition, the thorniest issue is finding the cash to do so. Traditional lenders generally frown on putting up money to help close the purchase of a financial practice, since the practice’s value is ...