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As private equity muscles into wealth management's fastest growing niche, it's injecting Wall Street business practices into financial planning.
The paper from University of Oregon researchers posits a tension between profit motives and ethical business practices.
Years of record-breaking M&A activity among RIAs are expected to be followed by more of the same this year, DeVoe & Co. research shows.
DeVoe’s lookback at 2021 reveals trends and surprises.
The prospect of higher taxes pushed M&A activity, while the pandemic created a focus on succession planning.