Future Ready through M&A

In this episode, we review transaction activity and big themes of 2018, plus what could be expected in the year ahead, with David Canter, Head of the RIA Segment at Fidelity.

In this episode, we talk about the trials and triumphs of post-deal integration. Our guest Dave Welling, CEO of Mercer Advisors, discusses integrating with intentionality, and some unexpected benefits they've gained from their transactions.

In this episode, we talk about buyers and sellers in the world of M&A. Plus, we chat with Matt Cooper, partner and president of Beacon Pointe Wealth Advisors.

In this episode, we discuss the nuts and bolts of M&A. How does it actually all work? Hear the steps: finding a partner to signing the paperwork? Elizabeth Nesvold, Founder and Managing Partner at Silver Lane Advisors, shares her unique perspective.

Maintain independence while influencing your future during a merger or acquisition. Marty Bicknell, CEO, president and co-founder of Mariner Wealth Advisors -- shares how Mariner has grown and what he for the future of the wealth management industry.

In this episode, we talk about Fidelity's Insights on Sources of Capital and Independence report. Plus, we chat with Mark Hurley, recognized thought leader on the independent wealth management space and co-founder of Fiduciary Network regarding what he's learned and how he sees the landscape changing.

To read the full report visit https://clearingcustody.fidelity.com/app/literature/report/9884713/ma-capital-and-independence-report.html

Get ready for Future Ready through M&A! In this trailer for our upcoming podcast series on mergers and acquisitions we meet our host, mergers and acquisitions specialist Scott Slater and learn about some of the big questions in the field.