Wealth Management M&A: How do you send the right message to clients during the post-closing integration period?

We invite you to view the video linked below, from Seward & Kissel's BTG Symposium panel, Wealth Management Industry Transactions: Minority and Control Stakes. Speakers discuss how to send the right message to clients during the post-closing integration period.

Panelists include:

• Elizabeth Bloomer Nesvold
• Rob Jakacki - Kudu Investment Management, Managing Partner, CEO & CIO
• Mike LaMena - Wealthspire Advisors, CEO
• Danielle Lemberg (Moderator) - Seward & Kissel LLP, Counsel