| | | | | Interest rate cuts spurred a blockbuster fourth quarter for dealmaking that contributed to a record 272 transactions last year. Read More > |
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| | | “We know the need is going to be long-standing, and it’s going to be immense,” said one Los Angeles-based advisor. Read More > |
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| | | The investment manager, who will advise on investments and financial products for Truth.fi, has a prior relationship with Trump Media and beat out SEC allegations of falsifying investment results in 2018. Read More > |
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| | | Denver-based Mercer Global Advisors announces acquisition of Financial Partners Group, expanding its presence in Nashville metro area. Read More > |
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| | | The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates. Read More > |
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| | | Buying Aspire Wealth Management and Fernwood Investment Management will add a combined $800 million to CW Advisors' platform. Read More > |
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| | | The investment in Genex Consulting represents Summit’s first of the year. Read More > |
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| | | The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in assets this year. Read More > |
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| | | The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services. Read More > |
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| | | When Mallouk took over Creative Planning more than two decades ago, its clients numbered in the dozens. In September, TPG acquired a minority stake in a deal that valued the RIA at $16 billion. Read More > |
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| | | Steward Partners' Scott Danner discusses the current trends impacting M&A in the RIA space. Read More > |
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