Soothing client concerns about their investments during mergers
Let's face it, virtually no two firms have the precise same offerings. However, the partnership can work if the firms have complementary investment philosophies.
While today’s schizophrenic economic environment isn’t deterring advisory firms from partnering with consolidators, it is forcing advisers to make certain that any merger has a positive impact on their clients.
During acquisitions, advisers are keenly aware of the anxieties of their clients,
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