RIA Edge Panel: Why a Good M&A Strategy Must Stay Focused on Organic Growth

Published on October 22, 2026

RIA leaders from EP Wealth, Snowden Lane and Bogart Wealth all stressed their firms’ focus on organic growth as part of and often above, dealmaking.

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Investment Roundup: ACORE Capital Adds Wealth Division

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Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.