‘One kitchen, two dining rooms’: How Evalesco and Principal Edge integrated post-merger
The merger between Evalesco and Principal Edge has seen the behind-the-scenes integration of two firms that have retained separate public-facing brands. But it’s meant that long-time Evalesco CEO Jeff Thurecht has stepped back from advice duties, shrinking his personal client base from 120 to zero, so he can focus on managing both businesses.
Interview Financial planning on the cusp of transformation"/>
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