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Your Firm Was Acquired. How Do You Tell Your Clients?
By
Rob Burgess
News August 11, 2026 at 01:21 PM
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What You Need To Know
- Wealth management has averaged over 200 M&A deals annually, double the previous decade’s average.
- Successfully communicating firm transitions to existing clients involves careful planning so as not to damage existing relationships.
- Firms should consider not only the timing of any announcements, but also the content and format that these messages should take.
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