Why a $1.5 billion RIA is selling internally this time — perhaps with Schwab … – RIABiz

Why a $1.5 billion RIA is selling internally this time — perhaps with Schwab
RIABiz
The dream succession scenario for many RIAs is to have some big bank come along and pay a big price, take over operational headaches henceforth and pass along referrals from the deposit and loan side of the business — all in one big bargain. Champagne

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