Barron's recently published a feature article asking leaders from RIAs about how private equity is changing wealth management.
William Pitt, Evermay co-founder and CEO, had the opportunity to comment, noting that acquisitions can give clients access to deeper expertise, better technology, and a broader team of professionals.
“The risk is when M&A becomes more about accumulating assets and creating enterprise value than improving client outcomes, he says.
Read the full Barron's article here: How Private Equity Is Changing Wealth Management
If you’re interested in Evermay’s own approach to growth through acquisition, click here.
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