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Beryllus Capital will provide investment management, banking and real estate advice.
March 23 -
Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.
February 1 -
Private equity points to the birth of the advisor independence movement as proof they’re in it for the long haul.
April 20 -
The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.
February 20 -
Successful deals are generating a high degree of confidence in the M&A market.
January 21 -
The RIA holding company reports a 30% rise in revenues and 30 M&A deals.
August 8 -
Genstar puts consolidator Mercer Advisors up for sale.
July 11 -
The aggregator introduces banking services and says it will continue to acquire new firms.
May 9 -
With an eye on a future sale, the $48B RIA wants to build enterprise value.
May 1 -
The large aggregator faces questions about its future.
April 22