Whitepaper

Merger and Acquisition Activity for Investment Advisors

Why the right technology stack matters.

Merger and acquisition activity in the wealth management industry is surging and even accelerating, thanks to macro trends, including retiring RIAs, a tighter regulatory environment, fee compression, the commoditization of investment management, and the rising expectations of clients who want faster reporting and a holistic view of their accounts.

Whitepaper
Merger and Acquisition Activity for Investment Advisors

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