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Search the network’s Firm & Fund Lookup- Bank of America
Downgraded Ameriprise over retention-bonus costs, according to report
19 RIA deals in a week as Mariner seeks $150 million in debt - Blackstone
Raised nearly $9 billion, including record $2.9 billion by BXPE
19 RIA deals in a week as Mariner seeks $150 million in debt - Borea Asset Management
Added two Oslo advisors from Formue and DNB with no disclosed books
19 RIA deals in a week as Mariner seeks $150 million in debt - BXPE
Accounted for record $2.9 billion of Blackstone's nearly $9B raise
19 RIA deals in a week as Mariner seeks $150 million in debt - Credent Wealth Management
in research commissioned by Credent Wealth Management
19 RIA deals in a week as Mariner seeks $150 million in debt - DNB Wealth Management
Borea Asset Management added two advisors in Oslo from Formue and DNB Wealth Management
19 RIA deals in a week as Mariner seeks $150 million in debt - Formue
Borea Asset Management added two advisors in Oslo from Formue and DNB Wealth Management
19 RIA deals in a week as Mariner seeks $150 million in debt - Ground Control Business Management
Acquired Atlantic Swiss, a media and sports wealth manager
19 RIA deals in a week as Mariner seeks $150 million in debt - iShares Bitcoin Trust
Gained $630 million in reported weekly net inflows
19 RIA deals in a week as Mariner seeks $150 million in debt - iShares Semiconductor ETF
iShares Semiconductor ETF took in $5.3 billion
19 RIA deals in a week as Mariner seeks $150 million in debt - Kinetic Wealth
Launched as an independent Fresno practice on LPL's platform
19 RIA deals in a week as Mariner seeks $150 million in debt - Modera Wealth Management
Launched proprietary agentic AI platform with about $20B administered
19 RIA deals in a week as Mariner seeks $150 million in debt - RHA Wealth
Lost a $300 million Raleigh team to CAPTRUST
19 RIA deals in a week as Mariner seeks $150 million in debt - R Meier Wealth Management
Acquired by Beacon Pointe in a three-RIA deal
19 RIA deals in a week as Mariner seeks $150 million in debt - SEC
Adopted final rule allowing one commissioner to act in some cases
19 RIA deals in a week as Mariner seeks $150 million in debt - UBS Financial Services
Lost two teams with $1.2 billion in disclosed books
19 RIA deals in a week as Mariner seeks $150 million in debt - AB Private Lending Fund
Reported zero Q3 repurchase requests after 3.1% in prior quarter
Credit interval fund redemptions reach 79% of gross sales - AB Tax-Aware Credit Opportunities Fund
Set Class A minimums; prospectus lacks Advisor Shares minimum
Credit interval fund redemptions reach 79% of gross sales - Ares
Filed two credit master funds and a rated-notes feeder on Oct. 19
Credit interval fund redemptions reach 79% of gross sales - Ascend Advisory Group
Wells Fargo FiNet affiliate received Cullman-Holt team and $1.3B.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Ascentis Wealth Management
Added four Raymond James practices with more than $1B in assets.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Aspen Standard Wealth
Bought Cullen Investment Group, its fourth deal of 2026
RIA sale prices depend on client retention and deal structure - Atlantic Group
Lerner-led team brought $1.6B from Oppenheimer to Ameriprise.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Bahnsen Group
Agreed to buy Hightower Naples under Hightower franchise model
RIA sale prices depend on client retention and deal structure - Beacon Capital Management
Placed under Criterion by Sammons, keeping brand and Form ADV
RIA sale prices depend on client retention and deal structure
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