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Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.
March 4 -
The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.
February 3 -
Despite the credit-positive reading by one agency, the IBDs are competing against less leveraged rivals.
February 1 -
The private equity-backed RIA agreed to purchase its first firm of the year after being one of the most active acquirers in 2020.
January 4 -
If approved for an IPO, the blank check company will face stiff competition among the growing ranks of RIA acquirers.
October 22 -
The asset manager has become one of the fastest-growing hedge funds at a time when many competitors are losing assets.
July 30 -
The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.
June 4 -
Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.
May 7 -
Rivals and rating agencies aren’t taking any breaks in the pandemic, and CEO Jamie Price says the new giant IBD network remains on track as well.
April 3 -
RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast.
February 27