Despite rising valuations, the RIA industry has just wrapped another record-setting year for M&A. As firms race to consolidate, the real challenge often begins after the ink dries, with the ...

Post-merger integration (PMI) is the stage where a transaction’s strategic vision starts to take shape and the groundwork for long-term value is laid. While deal execution often captures headlines, ...

Cherechinsky shared, "In the U.S. and Canada, we expect typical fourth quarter seasonality. Therefore, we expect a seasonal decrease in revenue sequentially. Internationally, we expect activity to be ...