Founder and Managing
DeVoe & Company
Stratos Wealth Alliance
David Hefty, CFP®
Chief Executive Officer
Editor in Chief
Private equity acquisition of wealth management businesses has skyrocketed in recent years. But what are the implications of private equity acquiring your broker dealer, RIA, or other partner?
This panel brings together top industry voices within financial advising, private equity, and M&A to give you the shortlist on what you need to know regarding private equity firms’ presence in the industry.
In this webinar, you will learn:
- What are the types of private equity
- Why private equity is investing in wealth management
- The pros and cons of private equity firm acquisitions
- How private equity changes the market landscape
- How to assess the personal implications on you and plan accordingly
*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
This event is being conducted by WealthManagement.com. LPL Financial and WealthManagement.com are separate entities. LPL Financial is not responsible for the information provided or for any direct or incidental loss incurred by applying any of the information offered.
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