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RIA Edge Workshop: Lisa Crafford on Why RIA Leaders Need to Stay Up to Date on M&A

Pershing's Lisa Crafford details the importance of staying abreast of M&A developments for RIA leaders.

 

Lisa Crafford, principal at BNY Mellon Pershing Wealth Solutions, explores why you need to care about M&A even if it is not part of your strategy right now.

Find out more about the upcoming RIA Edge workshop

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