RIAs Must Achieve Organic Growth Before M&A Deals
June 22, 2023 – Chief Executive Officer, Raj Bhattacharyya was featured in Financial Advisor Magazine to discuss ‘RIAs Must Achieve Organic Growth Before M&A Deals.’ “If you can nail down exactly why you’re doing a deal and where you want to take the business, you can structure the deal to help you get there,” said […]
Waxing And Waning For Now
June 22, 2023 Good morning, What looked like a possibility on Tuesday morning is now confirmed; the markets are in profit-taking mode since last week’s Fed meeting. It’s natural. Markets wax and wane, they trend, and they revert to their mean… constantly. So far, the selling has been very mild and centered on stocks with […]