Fidelity Sees Jump in Quantity, Value of RIA M&A Deals Since 2020
During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.
Tag: CAPTRUST
Roundtable
SECURE 2.0 Insecurities
3 experts cite clients’ biggest concerns about the new retirement act.
CAPTRUST Acquires Omega Wealth Partners
Omega, based in Fort Worth, is CAPTRUST’s second deal in Texas this year.
Advisory M&A
CAPTRUST Financial Advisors acquires Aevitas Wealth Management; Heffernan Financial Services expands with Ascendant Financial Solutions; Commonwealth Financial Network adds Pinnacle...
CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting
Monroe Vos founder says joining CAPTRUST will provide scale of economics.
CAPTRUST Survey Shows Nonprofits Ignore Benefits of Select Investments
New research shows organizations often overlook alternative assets, ESG and DEI.