Stratos closed 11 firms ($4.8B) and Corient acquired a $7.8B Oklahoma RIA in one week. What the succession sprint signals for advisors planning their exits.
Browsing: Stratos Wealth Holdings
Stratos closed 11 firms ($4.8B) and Corient acquired a $7.8B Oklahoma RIA in one week. What the succession sprint signals for advisors planning their exits.