During a conversation at Wealth Management EDGE, the former CEO of United Capital called private equity “economic creatures” that may add leverage and unnecessary changes.
Explore the dynamic landscape of wealth management mergers and acquisitions, uncovering growth opportunities and enhanced competitiveness in a volatile market.
Numerous speakers at Wealth Management EDGE said buyers would want to see that its AUM wasn’t primarily tied to a small number of clients and that its growth wasn’t spurred mainly by the market.
Despite persistent concerns from clients about the state of the economy, indicators are either fine or improving, according to Cetera Chief Market Strategist Brian Klimke.
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