“The first deal I did was a complete disaster because I did it on my own,” said Ron Carson, founder and CEO, Carson Group, during a panel discussion on RIA M&A.
Rick Ferri talks about his start in the industry, how his thinking has evolved around Wall Street, and whether a fee structure that charges clients for investment advice based on AUM can exist in a fiduciary framework. Sponsored by LPL Financial
Private Ocean Wealth Management's Greg Friedman and Cynthia Greenfield discuss their most recent book, Integrating Culture in Successful RIA Mergers and Acquisitions, as a way to share their experience and expertise.
