Brian Hamburger on Surging Merger Business in RIAs
Masters in Business
00:00
The Importance of Fiduciary Obligations in Financial Advisors
Financial advisors are subject to a fiduciary obligation, which means they have to act in the best interests of their clients. M&A has come upon the wealth management space with "hysteria," he says. The question is whether firms push out a fee-based program or if it's pure? Is there a cash threshold in there where they're scraping money off the top?
Play episode from 01:08:26
Transcript
