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The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […]
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
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The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […]
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
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