A $2.5B branch moves to Cetera for RIAs, flexibility and growth
03/03/23
A growing number of independent wealth management firms are changing brokers. We’re no stranger to mergers and acquisitions, with three substantial deals under our belt. In a recent interview with Financial Planning, CEO and Co-Founder Brett Bernstein emphasized the importance of educating advisors on succession planning to retain top-performing practices.
“Educating yourself only makes you a better advisor and ultimately helps you find the right solution for your firm,” Bernstein says.
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