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Is the M&A environment in the advisory world cooling off?

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Is the M&A environment in the advisory world cooling off?

June 5, 2023 • BY INVESTMENTNEWS

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Rob Sandrew, chief growth office at Integrated Partners, joins InvestmentNews anchor Gregg Greenberg to discuss the M&A environment in both the RIA and CPA worlds, as well as team movement within the advisory industry.

 

— Integrated Partners. Independent Financial Advisor, Independent Financial Management Companies, Independent Financial Advisor Resources, CPA Financial Advisor, Independent Financial Consultant, Asset Management, Financial Planning, Money Management, Wealth Management