Private equity’s expanding footprint in RIAs: What advisors need to know for 2026

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