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 … <a class="btn btn-default" href="https://riaedge.blubrry.net/2021/09/17/after-the-close-building-a-truly-integrated-ria-following-a-merger-or-acquisition/"> Read More Read More</a>

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 … Read More Read More

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.”&nbsp; In this episode, Mark Bruno, managing director at … <a href="https://riaedge.blubrry.net/2021/09/17/after-the-close-building-a-truly-integrated-ria-following-a-merger-or-acquisition/" rel="noopener noreferrer"> Read More Read More</a>

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

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

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RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&amp;A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

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

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

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