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How RIA Owners Can Fund Growth While Keeping Control
Features October 16, 2025 at 11:10 AM
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What You Need To Know
- Advisors have a lot of choice when it comes to securing new capital backing, including minority investments.
- The strategy allows advisors to retain control while also accessing new tools, resources and capital.
- Particularly compelling, according to one Carson Group executive, is the opportunity to use equity swaps.
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