RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest
No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.
Source: wealthmanagement.com
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Transcend Partner Group Joins Lincoln Investment Planning to Buy RIAs
New RIA aggregator on the block Transcend partners with Lincoln to build an industry-leading platform through acquisition.
Source: wealthmanagement.com