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RIAs Aren't Growing, and It's a Problem We Need to Fix

The dips in M&A and total assets in 2022 should have been a wakeup call for the industry to return its focus to organic growth. ....

Mark Hurley , Mckinsey Company , Cerulli Associates , Federal Reserve , Exchange Commission , Investment Adviser Association , Investment Adviser , Investment Adviser Industry Snapshot , Fiduciary Network , Echelon Partner , Deal Report ,

Captrust Buys $770M Houston Firm | Wealth Management

Captrust completed nine deals last year; four of them were in the Lone Star State. ....

United States , San Antonio , Monroe Vos , Taylor Parker , Greg Parker , Carlyle Group , Exchange Commission , Captrust Financial Advisors , Engrave Wealth Partners , Lone Star State , Omega Wealth Partners , Southern Wealth Management , Echelon Partner ,

Quarterly RIA Deal Volume Hits Lowest Level Since 2021

Yet, average assets per deal is on track to hit the second-highest level ever recorded by Echelon. ....

New York , United States , Abu Dhabi , Abuz Aby , United Arab Emirates , Dan Seivert , Flexpoint Ford , Congress Wealth Management To Audax Company , Wealth Enhancement Group , Abu Dhabi Investment Authority , Echelon Partner , Los Angeles Based , Wealth Management , Audax Management Company , Bain Capital , Ares Management , Mercer Advisors , Altas Partners , Enhancement Group , Stone Point ,

Wealth M&A Slows, but Strategic Deals Continue to Be Inked

Alera Group, a national insurance and wealth services firm, is among the latest established entities to begin picking up smaller independent wealth management shops in key markets. ....

United States , Jeff Anderson , Peter Campagna , Alan Levitz , Commerce Group , Wharton Group , Wise Rhino Group , Alera Group , Benefit Commerce Group , Rhino Group , Echelon Partner ,

Focus Financial Partners inc (FOCS) Q2 2021 Earnings Call Transcript

Focus Financial Partners inc (FOCS) Q2 2021 Earnings Call Transcript
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