AP photo.

The drive to merge or acquire hasn’t slacked off among registered investment advisory firms, but the push to align with another organization should be governed by a firm’s strategic objectives if it’s to pay off.

That’s according to a new Pershing report. “Real Deals: Achieving Purposeful Growth with Purposeful Transactions” analyzes RIA deals and offers guidance to firms for determining if or when a transaction is the optimal course of action.

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