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Avoiding the loveless marriage of a bad M&A deal

Avoiding the loveless marriage of a bad M&A deal
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesHuntington beachJohn langstonBrandon kawalKatie brunerHarris baltchRepublic capital groupFuture proof festivalDynasty financial partnersSkyview partners president katie brunerAdvisor growth strategies

Noteworthy Deals of the Decade | Wealth Management

A look at seven of the most notable private equity deals in the RIA space.

United statesAbu dhabiAbuz abyUnited arab emiratesDan seivertRajini kodialamBrandon kawalLenny changRudy adolfWarburg pincusWarburg pincuNeuberger bermanDan erichsonHarris baltchThomash leeHellman friedman

Cerity Partners Hires Jeffrey LeSage to Augment In-House Tax Talent

Cerity Partners taps KPMG tax veteran to source new talent, with a focus on adding CPA professionals, and contribute to international expansion efforts.

New yorkUnited statesJeffrey lesageKurt miscinskiBig fourBrandon kawalJohn orsiniConvalt energyInvestment groupArthur andersenNew york city basedBig fiveGrowth strategies principal brandon kawalGenstar capital

Are We at the Beginning of a 401(k) Gold Rush by RIA Aggregators?

Carson Group's acquisition of Northwest Capital Management comes on the heels of Creative Planning's deal with Lockton.

Jamie hopkinsBrandon kawalCarson groupCreative planningKansas cityGeneral atlanticNorthwest capital managementPension resourcesSmart assetAdvisor growthNorthwest management

10 tips from expert RIA M&A dealmakers | Financial Planning

10 tips from expert RIA M&A dealmakers | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesOverland parkNew yorkHeidi sidleyRobertson stephensSpencer goldsteinMarc cabezasRaj bhattacharyyaBrandon kawalFred payneCarson groupDigital investment advisorsChicago based hightowerSan francisco basedAdvisor growth strategiesNebraska based carson group

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