RIA M&A Technology Solutions: A Webinar to Solve the Tech Puzzle
Introduction In the fast-evolving landscape of mergers and acquisitions (M&A) for registered investment advisors (RIAs), staying abreast of trends and technological shifts is crucial. In a recent webinar sponsored by DeVoe & Company, Mirador*, and ShellBlack, experts delved into the intricacies of wealth management M&A transactions from the technology side. Brad Grubb, Managing Director at…