Paul Brahim, CFA, CEPA, Managing Director, Financial Advisor, Strategic Referral Programs at Wealth Enhancement was featured by Hartford Business Journal in an article titled, “Wealth Management Industry Consolidation is ‘Happening at Breakneck Speed’ Experts Say.”
“Transitioning that value internally can be expensive for that second or third generation. And consolidators often attract private equity investment that funds further acquisitions,” he said.
Access the full article authored by Michael Juliano here.