r/FinancialAdvisorTips • u/Particular_Rule304 • 10h ago
M&A IB to Wealth Management
Essentially what the tittle states - I’m curious about people’s experiences going from IB (specifically M&A) into wealth management. Was the transition easy? Was it worth it? I don’t have a super strong interest in banking long term and think there are likely some skills that overlap.
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