Mergers and Acquisitions In The Financial Advisory Industry | Matt Reiner



M&A is on fire in the financial advisory industry!

Let’s talk about what it means for those firms that may not have a transition plan and how the M&A frenzy can be beneficial to both financial advisory owners and financial advisory clients.
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Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.