RIA VALUATION: NOT EXACTLY YOUR ROUTINE BUSINESS CALCULATION
Linda Willis CAREER MANAGEMENT ADVISORS | CMA CONSULTING Evaluating and valuing an RIA business requires a different set of skills required for a routine business valuation. An RIA is a people business. Founded on the trust between advisors and clients and the ability of advisors to grow, maintain and retain the trust, confidence and relationship […]
Another addition to the RIA space with two cache players…it’s all about differentiation!
READ MORE https://riabiz.com/a/2020/4/17/with-an-eye-to-cast-aside-prospects-marty-bicknell-and-shirl-penney-combine-to-launch-1099-platform-with-ambitions-to-surpass-mariner-wealth-as-soon-as-2025
