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Wealth Management Daily Memo

FEBRUARY 27, 2023

INDUSTRY

Focus Goes Private After Acquisition by PE Firm

Patrick Donachie

The deal with Clayton, Dubilier & Rice has an enterprise value totaling more than $7 billion, with stockholders set to receive $53 per share.

FULL ARTICLE

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RIA NEWS

Integrated Partners Adds $2.25B RIA Laurel Wealth

Ali Hibbs

Integrated Partners, a fast-growing RIA built on a CPA-affiliation model, makes its first full acquisition—a $2.25 billion Southern California RIA—as the firm embarks on “deliberate” M&A growth strategy.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The Wild Cards of Retirement

In partnership with Midland Advisory

This research report examines many ways advisors can successfully help address key client concerns and attract those seeking solutions.

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INDUSTRY

Morgan Stanley Team Joins $6B Wealth Manager in Texas

Suzanne Woolley

Americana Partners is adding the group of eight in Midland, Texas, to expand its focus on oil and gas family wealth.

FULL ARTICLE

REAL ESTATE

Why One Firm is Betting on Core and Build-to-Core Real Estate Investments

Patricia Kirk

Crow Holdings Capital attributes its capital raising success to inclusive investment strategies that produce long-term income and value growth.

FULL ARTICLE

FASTCHAT VIDEO

Wells Fargo Advisors and the Independent Advisor

Sponsored by Wells Fargo Advisors

Listen as Timothy Adams, Branch Manager of The Princeton Group - Wells Fargo discusses independence working both on your business and in your business.

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