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The road to M&A is fraught with questions. Whether you’re a solo advisor or part of a large enterprise firm, we’ll walk you through M&A planning best practices that will help you leverage inorganic growth in any stage of your business.
This report considers how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the employer’s lens) are shaping the attributes of the investment professional of the future.
Download our guide to explore creative, comprehensive financial planning solutions for your high-net-worth clients’ unique needs so you can win and retain their business.