Dynasty Financial Partners’ Post

When an M&A deal closes, the real challenges can begin. In this Family Wealth Report article, Andrew Marsh, Vice Chairman of Dynasty, shares crucial lessons for RIAs and wealth management firms navigating post-merger integration, building off Harris Baltch, Dynasty Head of Investment Bank's analysis and unique perspectives. https://bit.ly/4aVx7MV Our advisors are independent but not alone. Independence is #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #thoughtleadership #mergersandacquisitions

  • No alternative text description for this image

To view or add a comment, sign in

Explore topics