Join Carson’s M&A leaders Michael Belluomini and Mike Wieger for a timely conversation with Hiren B Patel, Head of Advisor Solutions at 55ip and Brendan Taylor, VP of Advisor Success Manager at 55ip.
We’ll explore how investment management trends are shaping M&A strategy and what advisors need to know about tax-smart investing, tech-powered portfolios, and operational efficiency in today’s market.
