Be Disciplined and Know What You're Trying to Achieve, Says CEO of Top Advisory Firm

It's a competitive environment for buyers, says Mike LaMena, the CEO of Wealthspire Advisors, which has been ranked a top 25 registered investment advisor by Barron's. He discusses the M&A landscape, his firm's focus on diversity & inclusion, and why Wealthspire is taking a flexible "magnet, not mandate" approach to returning to the office.

What is Meet the RIA?

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.