Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant player in mergers and acquisitions involving registered investment advisors. We probe what's going on.

- Family Wealth Report, February 20, 2024

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Recurring revenue model attractive
Based on the volume of inbound inquiries investment banker Advice Dynamic Partners is receiving to date from private equity firms, there are ‘no signs that PE will not continue to deploy capital at a strong pace in 2024,’ said firm CEO David Selig.”

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