PE’s big catch: RIAs. Is the haul sustainable?
January 18, 2022 by Lynnley Browning
Shannon Eusey first sketched out her idea for a financial planning firm when she was studying for an MBA and working at a small wealth management firm in Los Angeles. In a 25-page paper for her “Entrepreneurship and Venture Initiation” class at UCLA’s Anderson School of Management in 2001, she wrote a business plan for a wealth management company with a then-unusual focus: a fiduciary obligation to put a client’s interests first by charging fees for all manner of funds, securities and advice.
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Originally Posted at Financial Planning on January 11, 2022 by Lynnley Browning.
Categories: Industry Articles