Better Together: Consolidation Within The Family Office Industry
Several factors are driving consolidation in the family office industry, a trend that looks set to gain momentum.
Source: forbes.com
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Digital Start-Ups Merge to Form $1.1 Billion RIA Catering to Tech Execs
Two digital start-ups in the tax and wealth management sector have joined forces, merging to form Compound Planning, a registered investment advisor with more…
Source: biztoc.com