JUL 22, 2021
  BNY MELLON'S PERSHING
The Evolution of Experience- How Increasingly sophisticated buyers are reshaping RIA M&A – and the industry overall.
This white paper, developed in collaboration with Echelon Partners, addresses the evolution of acquirers in the wealth management industry, with a specific focus on the professional, or “sophisticated,” buyers that have engaged in multiple acquisitions.
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Elevate The Evolution of Experience
How increasingly sophisticated buyers are reshaping RIA M&A – and the industry overall
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