May 8, 2023 – Chief Executive Officer, Raj Bhattacharyya was featured in Financial Planning offering thoughts on the M&A landscape at a recent roundtable. “There’s a tremendous benefit to clients of getting more resources. There’s a tremendous benefit to advisors being part of a larger whole without really necessarily giving up autonomy and things that they care about, but getting resources from a central function that can delve into things much deeper,” Bhattacharyya said. “The secular reasons will continue, so I think what you’ll see is people will continue to do deals.” Read the full piece here: https://bit.ly/42hO3to
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