RIA Roundup: Fidelity Records Drop in Q1 M&A Activity
Deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.
Source: wealthmanagement.com
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Top News In Trilogy Financial Today - Breaking & Trending Today
Falkon Raises $16M in Funding
FinSMEs is the financial news site dedicated to covering venture capital, private equity, and merger and acquisition deals in real time!
Source: finsmes.com
Falkon closes $16M round to automate sales workflows and analyses – TechCrunch
Falkon, a company developing a platform to ingest and analyze go-to-market sales data, has raised $16 million in a venture funding round.
Source: techcrunch.com
Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
/PRNewswire/ -- Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today...
Source: prnewswire.com
Practifi Announces On-Demand Learning Platform as Part of Continued Dedication to Client Success
PractifiU provides wealth management firms personalized learning experiences, powering greater adoption and success for firms at scale
Source: wsiltv.com