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RIAs reveal their M&A war stories with 200 Schwab IMPACT attendees

Panelists discuss pitfalls to avoid if you're thinking of selling your RIA

Author Guest Columnist David Selig November 7, 2011 at 3:10 AM
2 Comments
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David Selig: I’ve had numerous confidential conversations with other large RIAs who are considering buying themselves back from holding companies.

Conferences


Fiduciary Network

Fiduciary Network

November 7, 2011 — 5:58 PM

The article incorrectly refers to Financial Network. It should be Mark Hurley of Fiduciary Network.

Brooke Southall

Brooke Southall

November 7, 2011 — 6:18 PM

Thanks for pointing that out. I fixed it.

Brooke


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