Wealth Solutions Report, Author at COO Society

Integration Or Indigestion? Making It Work After The Deal Closes

by Wealth Solutions Report | Dec 26, 2024 | M&A

M&A provides many benefits to the wealth management space. It assists firms in gaining access to technology and other support that saves advisors time, streamlines their work, and improves client experience. It provides tools for the succession planning of an...

Integration Or Indigestion? Making It Work After The Deal Closes

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