Watchdog on Wall Street with Chris Markowski podcast

Portfolio Warning: The Private Equity Takeover of Advisors

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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.

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