RIA Edge

RIA Edge


After the Close: Building a Truly Integrated RIA Following a Merger or Acquisition

September 17, 2021

Mergers and acquisitions are becoming a more common way for larger RIAs to grow. But successfully managing a merger or acquisition after the deal closes is anything but a straight line — and many RIAs are looking for guidance on how to build a “culture of one.”  In this episode, Mark Bruno, managing director at … Continue reading After the Close: Building a Truly Integrated RIA Following a Merger or Acquisition →