Tag: M&A

Managing Provider Relationships | Q&A

Kathleen Kelly

On Marsh McLennan acquiring Compass Financial Partners.
Publisher’s Note

What Is Too Few?

In the aftermath of the Aon–Willis Towers Watson merger deal falling apart, it might be time to reflect on the...
growing your practice | Q&A

Dick Darian

CEO of Wise Rhino Group talks M&As.
growing your practice | succession

Look Toward the Future

The pandemic has brought adviser succession planning to the fore.

M&A Update: New Records and Picking Partners

When it comes to succession planning amid record-setting merger and acquisition activity, understanding the different partnership opportunities emerging in the marketplace is essential to maximizing a firm’s equity...