The IAA’s Midwest Leadership Forum is an opportunity for senior executives to meet for a high-value program on a range of critical topics. This year, we are taking a regional approach with a half-day agenda on September 27 in Chicago.
Even as interest rates rise and economic uncertainty persists, merger and acquisition (M&A) activity within the RIA space remains robust. What are some of the key issues to address concerning the liability around such a transaction for sellers and their interests?
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