 I now own a smaller piece of a much bigger pie. So I’ve created more value I think by making those transitions than I would have had if I had kept the equity.”Deb Wetherby, Wetherby Asset Management . |
For Biggest RIAs, Saying No Has a High Price
Ann Marsh | Financial Planning, January 2015
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Summary: What’s the price of independence? For Palm Beach Gardens, Fla.-based Banyan Partners, it was $60 million. Most of the firms on our fourth annual list of RIA Leaders get calls from would-be suitors a couple of times a month, even weekly.
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