Fred Barstein, contributing editor to WealthManagement.com’s RPA Edge, invites retirement industry thought leaders to answer three probing questions on critical issues, providing an open, honest and candid dialogue.
This week, we host Dick Darian and Peter Campagna from the Wise Rhino Group, the leading M&A RPA advisory firm – Dick is the founder and CEO and Peter is managing partner, asking:
- When did you have the idea for WRG and what did you see happening/changing?
- What’s the current state of the RPA M&A market? Who are the buyers and what are they looking for and who are the sellers?
- What’s the future look like? Most wealth advisors sell to RIA firms—what are the advantages/ disadvantages of joining an RPA firm?
Let me know who else you would like to hear from and I will invite them to get real.