Tomorrow, Oct. 23 at 4:15 PM - REGISTER NOW
If you have trouble viewing this email, read the online version.
Wealth Management
 
Panel Debate: Is Private Equity Ownership Good for Advisors?

Exclusive Webinar | October 23, 2018 | 4:15pm ET / 1:15pm PT

Private equity acquisition of wealth management businesses has skyrocketed in recent years. But what are the implications of private equity acquiring your broker dealer, RIA, or other partner?

 

Register Today


PRESENTER:
David DeVoe
Founder

DeVoe & Company


PANELIST:
Lou Camacho
President

Stratos Wealth Alliance


PANELIST:
David Hefty, CFP®
CEO and Co-Founder

Credent Wealth Management


MODERATOR:
David Armstrong
Editor In Chief

Wealth Management

Our panel of experts brings together top industry voices within financial advising, private equity, and M&A to give you the shortlist on what you need to know regarding private equity firms’ presence in the industry. You will learn:

• What is private equity?

• Why private equity is investing in wealth management

• The pros and cons of private equity firm acquisitions

• How private equity changes the market landscape

• How to assess the personal implications on you and plan accordingly

Don't wait, register now!

*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
*This event is being conducted by WealthManagement.com. LPL Financial and WealthManagement.com are separate entities. LPL Financial is not responsible for the information provided or for any direct or incidental loss incurred by applying any of the information offered.
 
 

SPONSORED BY:

   Wealth Management
 

Periodically, WealthManagement will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.

WealthManagement | Informa | 1166 Avenue of the Americas | New York, NY 10036 | Privacy Statement