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In this video, Fred Barstein speaks with Dick Darian, CEO of Wise Rhino Group, at the WealthManagement EDGE Conference about the great potential for retirement plan advisors to grow their business using mergers and acquisitions.
Fred and Dick discuss:
- Noteworthy M&A trends in the retirement planning industry
- Why wealth managers should consider consolidation with RPA firms instead of traditional RIA aggregators
- Why now is the ideal time for the convergence of wealth management and retirement planning
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