What kind of relationship do you and your acquirer have?
What's becoming evident is how tricky it is for wealth management firms to make the right match.
When one firm buys another, it's often a testy situation.
For old-timers like yours truly, wealth management mergers and acquisitions can often result in a relationship like Liz Taylor and Richard Burton's: volatile and unworkable. For the youngsters, or those around 40 or below, deals in the en
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