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The deal represents a newer option for Cetera-affiliated advisors, where the broker/dealer will take minority stakes in wealth management practices to fuel their growth.
The most-promising growth opportunities are not outside the doors of an advisory firm, but inside, said industry executives, speaking at Riskalyze’s Fearless Investing Summit this week.
The big players in RIA M&A may be putting on a good face. But debt-heavy acquirers are starting to feel the impacts of the market environment, and it isn’t pretty.