Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief

Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief


9. Greg Friedman and Cynthia Greenfield on Why Culture Matters in RIA Mergers or Acquisitions

August 30, 2021

Mergers and acquisitions can be a rewarding path to growth for an RIA firm, but also complicated for the companies involved. Often, the most overlooked, but most important, component to making the transaction a success is the firms’ “culture.”  But what is culture, how is it formed and reinforced throughout an organization, and how can … Continue reading 9. Greg Friedman and Cynthia Greenfield on Why Culture Matters in RIA Mergers or Acquisitions →