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RIA Feeding Frenzy Moves Downmarket
(Illustration by Rose Wong)

(Illustration by Rose Wong)

“This is a great time to sell,” says Tim Welsh, president of Nexus Strategy. “Valuations are full and older advisors have client books that will only get older.”
By David Sterman September 16, 2019
Tim Welsh
Brian Hamburger
Ed Louis
Carolyn Armitage
RIA