Mercer Advisors’ Post

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RIA business owners, the need for a succession plan along with the increasing demands of clients can put a strain on your RIA's resources. “Can you build your practice into a business or is it time to join a firm that has the scope to solve the critical challenges you face now and in the future?” Vice Chairman and M&A Leader of the Year finalist David Barton shares with WealthManagement.com. Read Barton's full piece to understand why now may be the time to consider selling your RIA: https://buff.ly/3WPnt9K

Wealth Management 2024 Midyear Outlook Page 134

Wealth Management 2024 Midyear Outlook Page 134

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