
Portfolio Warning: The Private Equity Takeover of Advisors
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Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
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A critical tip for investors: private equity is rapidly buying up financial advisory firms—and it could put your portfolio at risk. Sky-high buyout multiples are forcing new owners to squeeze profits, often at the client’s expense. If your advisor is selling or merging, ask one key question: what was the multiple? If it’s too high, it may be time to walk away before the fallout hits.
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
A critical tip for investors: private equity is rapidly buying up financial advisory firms—and it could put your portfolio at risk. Sky-high buyout multiples are forcing new owners to squeeze profits, often at the client’s expense. If your advisor is selling or merging, ask one key question: what was the multiple? If it’s too high, it may be time to walk away before the fallout hits.
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