Brian Hamburger on RIA's Biggest M&A Mistakes

Brian Hamburger on RIA's Biggest M&A Mistakes

Up next

Andrew Goldberg: Solving for Liquidity Concerns in Private Investments

To prevent panic selling, Cornerstone Alternatives’ managing partner says advisors should make sure clients understand liquidity constraints and that they should plan to hold the investment for a long time horizon. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. Se ...  Show more

Carolyn McClanahan: Why Advisors Must Discuss Health With Clients

The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and ...  Show more

Recommended Episodes

Brian Hamburger on Surging Merger Business in RIAs
Masters in Business

Bloomberg Radio host Barry Ritholtz speaks with Brian Hamburger, who is the founder, president and chief executive officer of the business and regulatory compliance consultancy MarketCounsel Consulting, as well as the founder and chief counsel of the Hamburger Law Firm, a boutiqu ...  Show more

“Uncertainty is Winning”
Motley Fool Hidden Gems Investing

What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a ...  Show more

Carson Block on the Short-Selling Market (Podcast)
Masters in Business

Bloomberg Opinion columnist Barry Ritholtz speaks with Carson Block, who is the chief investment officer of Muddy Waters Capital LLC, an activist investment firm with $261 million in assets under management. Block was featured in the book "The Most Dangerous Trade: How Short Sell ...  Show more

Market Lessons with Mark Kenney
The Real Estate Espresso Podcast

Mark Kenney is a principal at Think MultiFamily in Dallas Texas. He and his partners have amassed a portfolio of more than 14,000 apartments. On today's show we are talking about lessons learned from the current market conditions. This is a fairly sobering episode and Mark ...

  Show more