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More and more investment advisors are looking to grow their business through mergers or acquisitions But while these deals present a great opportunity Private Ocean CEO Greg Freidman cautions advisors to really investigate the firms theyrsquore looking at ldquoMergers between RIAs are like marriage without sexrdquo he saysnbspAs he found out an unintended consequence of the 2009 merger between Friedman amp Associates and Salient Wealth Management resulted in a substantial dropoff of client
Find out about the clientrsquos current physical and mental health prognosis of any developing or latent condition relevant past medical history and estimation of future health care needs including personal care or need for medical assistance This information may affect the viability of certain estate planning or elder law strategies