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RIA M&A starts 2021 with a bang - InvestmentNews

RIA M&A started 2021 with a bang last week, with eight significant deals announced and a total of $159.6 billion in assets changing hands.

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Greg Fleming
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Rockefeller Capital Management

Rockefeller Capital Management
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Rockefeller to acquire Whitnell & Co from regional bank

Whitnell & Co. changed hands in a deal with a regional bank that also struck a strategic partnership with the wealth manager.

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Associated Bank to sell a wealth management subsidiary - Milwaukee Business Journal

Associated Bank to sell a wealth management subsidiary - Milwaukee Business Journal
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