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The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.February 20
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Successful deals are generating a high degree of confidence in the M&A market.January 21
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Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.January 8
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The RIA expands and solidifies its presence in the Chicagoland market.January 8
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Advisory firms are generating "phenomenal" internal rates of return for PE buyers.July 9
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Captrust scoops up two more RIAs in the market’s sweet spot.June 25
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Joe Duran outlines the company’s strategy for its mass-affluent advisory push.May 20
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The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.May 16
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The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.May 14
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The $22 billion RIA makes its sixth deal of the year in a red-hot market.April 24