Who Should Own Your RIA? - Mercer Capital
In this week’s post we look at the four primary RIA ownership models and discuss how to find the best one for your RIA.| Mercer Capital
In this week’s post we look at the four primary RIA ownership models and discuss how to find the best one for your RIA.| Mercer Capital
In the RIA space, strong growth and big margins are hallmarks of a winning business.| Mercer Capital
In this post, we think about what can be learned from component analysis of RIA returns.| Mercer Capital
A well-structured succession plan not only enhances the firm’s operational stability and scalability but also increases its attractiveness to potential buyers. Buyers are not merely acquiring existing…| Mercer Capital
In our latest webinar, Matt Crow and Brooks Hamner guide you through succession planning, ensuring your firm’s legacy thrives while maximizing its value.| Mercer Capital
While the Owner Strategy Triangle is a way to examine strategy for family businesses, we see useful applications for RIA leadership as well.| Mercer Capital
Succession planning is often misunderstood as a one-time event—a moment when an RIA owner transitions leadership and exits the firm.| Mercer Capital
