Are Private Equity-Owned Advisors Bad for Your Portfolio?
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- Опубликовано: 14 июл 2024
- Jake Borbidge and Robert Palmer of Avdian Wealth Solutions discuss the implications of private equity ownership in financial advisor firms.
Website: avidianwealth.com
About Jake Borbidge: avidianwealth.....
About Robert Palmer: avidianwealth.....
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.