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Panel Debate: Is Private Equity Ownership Good for Advisors?

Watch live October 23, 2018 | 4:15pm ET / 1:15pm PT

David DeVoe
Founder and Managing
DeVoe & Company
Lou Camacho
Stratos Wealth Alliance

David Hefty, CFP®
Chief Executive Officer
Credent Wealth
David Armstrong
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 LPL Financial and 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.

Not able to attend the live broadcast? Register anyway! Archived versions of webinars are available to watch ON DEMAND 24-hours after broadcast. If you've regsitered, you will receive an email with login instructions as soon as the replay is available.

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TAGS: Resources