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Tuesday, April 16, 2024
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Deals & People
Victory to Acquire Amundi’s $104B U.S. Division
PA-041624-Amundi-Combines-into-Victory-1140703102-web
The Paris-based asset manager Amundi will cede its U.S. business to Victory in exchange for a 26.1% stake in the Texas-based firm.
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NewRetirement, With $20M In Hand, Seeks Workplace Partners
A "turbotax" for retirement is leveraging recent funding to get deeper into the workplace financial wellness market.
Today’s Most Read
1. Potential Implementation Delays Face Social Security Fairness Act
2. Is SECURE 3.0 on the Horizon?
3. Will Trump DOL Move Away From Biden Independent Contractor Classification Rule?
Citi Global Wealth CIO Stepping Down
David Bailin, who ran the investment office of Citi’s wealth division, is leaving May 15.
Advisory M&A News - 4/15/24
Modern Wealth Management appoints Del Col to head advisory services; Waverly Advisors acquires McShane Partners; Chairez joins Ameriprise.
Moving the Needle on DEI in Financial Services
Mitigating the wealth gap and recruiting diverse talent go hand in hand when promoting inclusion in the retirement advisory industry.
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