Vance Barse, wealth strategist and founder, Your Dedicated Fiduciary, and James Fisher, vice president of mergers and acquisitions, FP Transitions, explore how to find 'the right fit' when it comes to acquisitions.
Todd Rosenbluth, head of research at VettaFi, joins Matt Ackermann, Integrated Partners, to deep-dive into the world of ETFs and what's next for these investment products.
Shannon Eusey, Beacon Pointe Advisors, explores what trends are emerging in the RIA space and what has the next generation excited about this industry.