A $1.3B RIA finds a middle path to succession

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A succession merger deal that was practically 10 years within the making at Nebraska-based Prairie Wealth Advisors gives a lens into the various components concerned with the wealth administration business’s looming monetary advisor retirements.

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Classes: Skilled growth,Follow and shopper administration,Wealth administration,Succession planning,Recruiting,RIAs,M&A,Profession development

Tags: Skilled growth,Follow and shopper administration,Wealth administration,Succession planning,Recruiting,RIAs,M&A,Profession development,Evergreen,Yahoo Finance Feed

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