Everest Consolidator Acquisition Corporation, Adam Dooley's SPAC targeting wealth management firms, raised $172.5 million in its initial public offering. Dooley discusses the profile of firms he’s looking for and what the SPAC structure has to offer this industry.
After bristling at the high valuations for RIAs and getting out-bid in the M&A market for years, employee-owned Aspiriant found the principals of HearthStone Private Wealth Management weren't simply looking for the highest offer.
Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.
Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant.
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