Updated Friday, December 19, 2014 as of 10:50 AM ET

Email This Article

Maximizing the Value of Your Practice: Why Advisors Must Think Like Private Equity Investors

Rob Bartenstein

As the wealth management industry continues to evolve, financial advisors have a broader range of choices than ever before in determining the structure and growth trajectory of their own practices. Competition for successful advisors with strong books of business among the wirehouses remains fierce, while opportunities for ownership in that world remain elusive.

Login for Registered Users:

Log in below to email an article:

The December Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

January 19, 2015 |

January 26, 2015 |

February 11, 2015 |

March 4, 2015 |

April 26, 2015 |

Already a subscriber? Log in here