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Financial Planning

Sloppy books, dirty data can undermine RIA sales or mergers

Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.
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Aug 2017:25 ETFinancial Planning

The Floor

Nobody has taken the Floor on this one. Say what the desk is actually thinking; no account needed.

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