RIA Industry M&A: Behind the Numbers

October 28, 2021
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Have you read Schwab’s “RIA Industry M&A: Behind the Numbers” report? Our own Sammy Grant, principal, and Andy Berg, CEO, share insight into what works in attracting and retaining top talent in a post-Covid world.

Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.

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