Banking & Finance

M&A firm stresses preparation before purchase

Rua Associates utilizes exit planning to increase close rates, buyer/seller satisfaction.

April 7, 2017

Zhang Financial shares view from top of the industry

Managing Partner, CEO Charles Zhang says his wealth management firm emphasizes controlled growth, trust, consistency.

March 24, 2017

DOL initiates hold on fiduciary responsibility

Ruling will not be enforced April 10, but smaller firms work to get in line with standards.

March 24, 2017