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
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 →