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Dynasty Financial now has a serious 'investment bank' for RIA deals but only after Liz Nesvold officially and indefinitely got pre-occupied as a one-shop buyer

The St. Peterburg, Fla. RIA co-op will need to dodge 'glaring' conflicts but the RIA M&A 'middle market' may have room, and fees often start at $3 million

Author Brooke Southall May 4, 2023 at 3:02 AM
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Liz Nesvold's latest deal for her services was a big deal for RIA M&A.
Keith Girard contributed to the editing of this article.


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