Summary: With more than half of all advisors in teams, consensus among opinion-makers in the wealth advice industry holds that independent sole practitioners – generalists by necessity – are a dying breed as more specialized FAs at ever-bigger firms come into their own.
 The PE-backed firms see an independent landscape that looks pretty mom-and-pop that would benefit from scale, and they figure they can aggregate the assets – even level them up and then maybe take the whole thing public."Pete McGratty, strategy chief, Pinnacle Advisor Solutions . |
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