Increasingly, dynamic, high-growth companies are staying private, closing off significant options for workplace retirement savers. But putting a traditional PE fund inside a 401(k) plan would bring more problems than it solves.
Smaller advisors, in the sub–$250 million AUM range, discuss their challenges, goals and desire to maintain control of their businesses, rather than participate in the red-hot market for M&A.
Sponsored by The American College of Financial Services
Advisors transitioning to pure independence must plot a sustainable path for growth. That requires identifying challenges and developing solutions to thrive in a competitive marketplace.
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