Bruce Kelly, senior columnist at InvestmentNews, and a man with deep experience covering M&A, sits down with InvestmentNews colleague James Burton to talk about the acquisition that rocked the wealth management world - the LPL-Commonwealth deal. The two talk about the CEOs' roles in the merger, the fundamental differences between the two firms, and what this means for Commonwealth advisors.
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
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As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
