Ahead of the Curve: Eddie Bernhardt and Matt Straut discuss M&A

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In this edition of Ahead of the Curve, Matt Straut, Head of Independent RIA at OppenheimerFunds, sits down with SNW Investment Team Leader Eddie Bernhardt to discuss his experience with the 2017 acquisition of his RIA firm.  Eddie shares that the merger was a natural fit, and offers advice to advisors that are considering a deal.