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Q103 - Should I Avoid Joining A Private Equity Backed RIA?
“I don’t want to join a firm that’s owned by private-equity?”
Why is that?
“They just want to build it and sell.”
But isn’t your current firm (whatever that may be) for sale and susceptible to change?
“No, not with the kind of firm I’m at.”
Are you sure about that???
Advisors often overweight the risks involved with joining a firm that has private-equity backing, while underweighting in comparison the risks with other firm structures.
On this episode of the Transition To RIA question & answer series, I explain how advisors are better off focusing on how to protect themselves from possible…
The skinny
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