Mega-RIAs Are on the Prowl. But a Bad Deal Can Quickly Backfire on an Advisor.
Louis Diamond Quoted – By David Sterman, RIA Intel – Throughout an advisor’s career, major milestones justify the celebratory popping of top-notch champagne. Be it the first multi-millionaire client, the first year that managed assets surpass $100 million, or when a multi-advisor team crosses the billion-dollar threshold, a great sense of accomplishment is well deserved.
