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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 -
Strategic buyers have less cash but more flexibility, experts say.
March 21 -
Still, advisors thinking of selling are urged not to procrastinate.
March 12 -
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Concerns mount about the aggregator counting tuck-ins as organic growth.
January 2 -
The following 17 teams oversaw about $75 billion in assets. The firms ending the year with prize recruits include a diverse cast: regional BDs, wirehouses, boutiques and RIAs.
December 14 -
The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.
November 13 -
Aggregator adds a $17B TAMP as Buckingham buys Loring Ward.
September 28