This Week in Wealth Management Deals | Wealth Management
This Week in Wealth Management M&A The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021. According to a recent Fidelity report, there were just over $90 billion in RIA deals across 46 transactions, and $65 billion of money in motion across five IBD transactions in the first quarter of the year. Will the trend continue? While last week was a lull, April’s second full week saw Wealth Advisor Growth Network, a practice management provider for breakaways, invest in its second firm; a $1.7 billion lift out named Naviter Wealth from regiona...
Source: wealthmanagement.com