RIAIntel
Mega-RIAs Are on the Prowl. But a Bad Deal Can Quickly Backfire on an Advisor.
(Illustration by Rose Wong)
Giant RIAs are aggressively targeting fast-growing, high net worth-focused firms. Before acting, advisors should pay heed to these key considerations.
By
David Sterman
September 10, 2019
Tim Welsh
Lovell Minnick Partners
David Sterman
Emigrant Partners
Brad Armstrong
