Helping finance professionals make the right M&A decisions
Whether a buyer or seller, how should advisors approach those initial discussions? Nikolee Turner, Head of Client Consulting, Schwab Advisor Services addresses the frenetic pace of M&A.
Dec 03, 2025
M&A activity is at record levels and many financial advisors are facing a dilemma: is it time to buy? Or is it time to sell? Nikolee Turner, Head of Client Consulting, Schwab Advisor Services explains how she helps advisors approach this minefield.
