In Steve Randall's latest InvestmentNews article, Corey Kupfer, Founder and Managing Partner at Kupfer., dives into private equity's expanding footprint in RIAs, what advisors should be considering as they plan for a sale, common missteps, and more. For firms looking to remain independent, Corey suggests: “Stay close with their clients, emphasize value propositions that distinguish them from the PE-backed serial acquirers, and stay up with the times in terms of the client experience, technology, and clients’ desires and needs.”
Read the full piece here: https://www.investmentnews.com/practice-management/private-equitys-expanding-footprint-in-rias-what-advisors-need-to-know-for-2026/263666