Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
Modern Financial Advisor · Truelytics
June 10, 201948m 42s
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Show Notes
Kirsten Petras of Oak Street Funding joins Mike Langford to explore the rapid increase in acquisition activity in the wealth management industry. As the great wave of transitions heats up for RIAs and independent financial advisors, firms with the right financing in place are aggressively scaling up their businesses by acquiring the businesses of retiring advisors.