9. Greg Friedman and Cynthia Greenfield on Why Culture Matters in RIA Mergers or Acquisitions
Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in ChiefShow Notes
Mergers and acquisitions can be a rewarding path to growth for an RIA firm, but also complicated for the companies involved. Often, the most overlooked, but most important, component to making the transaction a success is the firms’ “culture.” But what is culture, how is it formed and reinforced throughout an organization, and how can … Read More Read More
More from Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief
After a summer break, the Advisor Innovations podcast is back. In the new season’s inaugural episode, David Armstrong, director of editorial strategies at Informa Connect’s Wealth Management group, is joined by Rick Wurster, the president of the Charles Schwab Corporation, along with Bernie Clark, managing director and head of advisor services. The conversation was held on the eve of the firm’s Impact conference, and weeks after the final Labor Day marker which concluded the conversion of $1.3 trillion in TD Ameritrade assets, including those from some 7,000 advisory firms, into Charles Schwab, making the firm the dominant custodian to independent advisors.
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