Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth.
The move is part of the succession plan for AK Financial Group Founder Andrew Karlinski, who will wind down his RIA and transition to Private Advisor Group’s.
Industry legend Rudy Adolf describes how the idea of Focus Financial Partners came to be, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company...
Mary Ann Bartels spent more than two decades at Merrill Lynch, where she created research that advisors and clients used to make investment and portfolio decisions.
