 While Aequitas' RIA growth strategy appears pretty sound from a business perspective, RIAs considering participating have to be alert to "the potential for embedded conflict."John Furey, principal and founder, Advisor Growth Strategies. |
New M&A Entry Using Alternatives to Woo RIAs
Charles Paikert | Financial Planning, October 2014
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Summary: Securing an equity stake in the fast-growing RIA market usually involves fierce competition among aggregators, private equity firms, banks and large financial service companies. A new contender, Aequitas Capital, is hoping to woo advisors with an unusual but potentially potent pitch: its expertise in alternative investments.
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