Don’t Underestimate the People Side of Growth

Published on July 30, 2025

A good RIA will focus on the “mechanical” parts of post-M&A integration. But great RIAs will pay just as much attention to the human side of integration.

Continue reading on website
Other news

What Advisors Have Taught Me

July 30, 2025
This week’s column is devoted to the advisors over the years who have shared stories with me that have stuck with me. These anecdotes have reminded me we can’t take anything for granted and being safe is better than sorry.

AI and Ethics: A Double-Edged Sword for Wealth Management

July 30, 2025
While AI is reshaping the financial sector in many ways very quickly, ethical concerns cannot be overlooked.