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The struggle for independent advisors to find and keep the right people fuels a record-setting merger and acquisition climate. In its 2022 RIA Survey, Advisor Growth Strategies polled 101 independent firms to uncover their perspectives on business management and M&A. More than half of this year’ s respondents manage greater than $1 billion in client assets,...
Toronto-based CI has emerged as one of the most prolific buyers of RIAs, and its US operations are the bank's fastest-growing segment.
CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.
Captrust announced two deals adding more than $1.5B in AUM: Crescent Capital in New Orleans and Nashville-based New Market Wealth Management.
Captrust is adding Boston-based RINET Company, a firm with $2.2 billion in assets. According to Captrust, the move strengthens its family office services.