Story thread · 2 reports / 2 sources

Why an employee-owned RIA took a majority stake investment

americanbanker.com · 4dShare

Berger Financial Group plans to more than double its footprint and staff, and Investcorp is looking at more opportunities beyond supporting Berger in the "untapped" wealth space.

First report: Investcorp’s First RIA Play Focused on ‘Mass Affluent’ — wealthmanagement.com, 4d