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The fintech giant fattened its war chest with a $40 million investment.March 26
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“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.March 18
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In a cut throat market, the RIA can now offer cash for M&A deals.March 12
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Roughly two-thirds of the $1.2 billion contributions to the firm in 2019 came from appreciated assets.March 6
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The asset manager is targeting as much as $1.5 billion in volume annually, up from about $300 million per year about three years ago, the firm says.March 4
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Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.February 24
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OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.February 13
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CEO Peter Mallouk wants to create a “reserve” to see the RIA through any economic downturn.February 12
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A rare appearance by one of the investors reshaping the IBD sector drew questions from rivals — and insights into the firms’ approach.February 7
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After years of internal deliberations, Vanguard has decided to open its very first private-equity fund.February 7
