Jeff Benjamin, Wealth Management Editor and Journalist at etf.com joins Katie Bruner, President of SkyView Holdings and Mike Langford for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses.
Jeff recently interviewed Katie...
Published 01/05/24
Katie Bruner, President of SkyView Holdings joins Aaron Hasler and Mike Langford for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry.
This episode builds on the recent article Aaron and Katie co-authored for WealthManagement.com by the...
Published 09/01/23