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September2020

M&As on the Move: Five Technology Essentials to Successfully Transition New Advisors and Scale to Growth

September 16, 2020

M&As on the Move: Five Technology Essentials to Successfully Transition New Advisors and Scale to Growth

RIAs, family offices and wirehouse breakaways often look to sell their practices as part of their succession planning strategy, while larger acquiring firms seek to add new products, enhance processes or upgrade technology, add to their existing product portfolio, and/or improve operational efficiency. But how can these larger firms scale to near-overnight growth, consolidate trading, and effectively transition and support new advisors?

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