WealthManagment.com Daily Memo
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INDUSTRY | | | 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 | | 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 |
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WMIQ EXCLUSIVE RESEARCH | | In partnership with Midland Advisory | This research report examines many ways advisors can successfully help address key client concerns and attract those seeking solutions. VIEW THE REPORT |
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INDUSTRY | | 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 |
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REAL ESTATE | | Patricia Kirk | Crow Holdings Capital attributes its capital raising success to inclusive investment strategies that produce long-term income and value growth. FULL ARTICLE |
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FASTCHAT VIDEO | | 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. WATCH NOW |
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