Unpacking the Latest Retention Package: Jenny Kim and Brian Neville Discuss the Unique KKR Deal
Join Jenny Kim from The Gershman Group and Brian Neville of Lax & Neville LLP for an expert analysis of KKR’s acquisition of Janney—an unconventional retention structure unlike past platform deals. This episode unpacks what makes this deal unique and explores its implications for financial advisors evaluating transitions or retention incentives within changing wealth platforms.