person
Philip Palaveev
In network coverage since October 5, 2026 · 1 story
Network coverage
Succession & selling a firm
Ensemble Practice survey finds 4.3% client attrition at RIAs above $1 billion in 2023
Philip Palaveev contrasts 4.3% at the largest firms with 1.4% below $500 million and points to service by employees who hold no equity stake.