Future Ready through M&A

Using M&A to Reshape the Business: How M&A Leaders Do It


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M&A in the entrepreneurial independent wealth management industry is about much more than size and scale; it's a means to reshape the business model to achieve growth and innovation. Join us to hear dynamic leaders Marty Bicknell, CEO and co-founder of Mariner Wealth Advisors, and John Copeland, founder and Managing Partner of investor Wealth Partners Capital Group use M&A strategy to achieve their firms' objectives.
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Future Ready through M&ABy Fidelity Institutional

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