Private capital has become a core growth tool for wealth management firms. Flush with cash from private equity and other sources, registered investment advisors are upgrading technology, recruiting specialized talent, and pursuing both organic expansion and acquisitions. Here’s how CEOs of some of these firms put their capital to work.
Here’s How Wealth Management Firms Put Private Capital to Use
With an influx of cash, financial advisory firms say they can improve technology, recruit talent, and branch out to offer clients more services.







