0 visitor like this article | Viewed 900 times | 0 comment
Summary: Concurrent CCO Describes A Collaborative Approach To Compliance And Three Steps To Establish A Compliance-As-Partner Culture
Added on January 2024 in Blog
3 visitors like this article | Viewed 2116 times | 0 comment
Welcome to the dynamic world of RIA Match, where financial advisors of all types converge in search of meaningful connections. As with any online platform, users exhibit diverse behaviors, forming distinct personas that shape their experience. In this blog, we'll explore three client personas on RIA Match: 'The disillusioned,' 'The dabbler,' and 'The super user.' We'll delve into specific actions each persona can take to enhance their journey on the platform.
Added on December 2023 in M&A Issues
0 visitor like this article | Viewed 916 times | 0 comment
Summary: Wealth management M&A momentum is accelerating at the end of 2023, as the macroeconomic headwinds that threw dealmaking off its previous record-breaking pace recede into calmer air.
0 visitor like this article | Viewed 889 times | 0 comment
Summary: Whether you’re overworked, understaffed, or just unsure of where to go next with your business, there are a million experts who claim they can solve your issues fast and secure you unprecedented growth.
