Episode Details
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Beware When Your Financial Advisor Retires
Published 4 months, 4 weeks ago
Description
LISTEN and SUBSCRIBE on:
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 wave of retiring financial advisors is triggering massive private equity buyouts — and clients could end up paying the price. This episode breaks down why many advisory firms are being sold at absurd valuations, how investors may eventually be pushed into overpriced ownership deals, and the red flags clients should watch for when their advisor hands over the reins.
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 wave of retiring financial advisors is triggering massive private equity buyouts — and clients could end up paying the price. This episode breaks down why many advisory firms are being sold at absurd valuations, how investors may eventually be pushed into overpriced ownership deals, and the red flags clients should watch for when their advisor hands over the reins.