RIA Crystal Ball Reveals Creative PE Funding, Mid-Market Mergers and Big Breakaways

As larger wirehouse and national platform teams consider launching their own supported RIAs, infrastructure matters more than ever. In a recent article by Alex Ortolani in WealthManagement.com, Corey Kupfer, Founder and Managing Partner at Kupfer., explains that firms looking to attract these breakaway teams must deliver strong institutional capabilities. That means robust support for retirement accounts, stock plans, and stock plan administration, not just independence. 

Read the article here: https://www.wealthmanagement.com/ria-news/ria-crystal-ball-reveals-creative-pe-funding-mid-market-mergers-and-big-breakaways