RIA Buyers Say Slow Growers Must Prove Deal Will Boost Production

Alex Ortolani, reporter for WealthManagement.com, shares insight from Corey Kupfer, founder and managing partner of Kupfer., during a panel at RIA Edge Nashville on how advisors should think about private equity-backed deals, noting that “you have to understand what the private equity model is and what it isn’t, what it causes, and what the implications of it are,” says Kupfer.

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