RIA Growth Shifts to Strategic M&A and West Focus
Mike Wunderli of Captrust explains why the next phase of RIA expansion will be defined by strategic acquisitions, intentional market positioning and a renewed focus on the West.
He also discusses industry-wide shifts, including the rise of purposeful M&A and the long runway still ahead for wealth management growth.
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www.shenkmanlaw.com www.laweasy.com Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey...
