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What We Are Reading / Viewing / Listening to

Top Tech Trends in Wealth Management 2025

"https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:7290768947044368384" 

 

RIA Deal Room from Advisor Growth Strategies

 AGS_RIA_DealRoom_2025_vF_Distribution-compressed.pdf 


Barron's Advisor - The Way Forward

A collection of podcasts by Barron's for Advisors


 https://podcasts.apple.com/us/podcast/barrons-advisor/id1510597807


 

Recommended Reading

 


How to Value, Buy, or Sell a Financial‐Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning 

 https://onlinelibrary.wiley.com/doi/book/10.1002/9781119204886 





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