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Kestra CEO James Poer Wants to Set the Record Straight on Private Equity

11/29/2018

The wealth management industry has a misunderstanding about private equity, according to Kestra Financial CEO James Poer. “Private equity’s not evil. Private equity’s just an investor,” he said in an hour-long interview at the Stone Point Capital-backed independent broker-dealer’s headquarters in Austin, Texas. “It’s that simple.

Financial Planning, November 29, 2018

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