| | | | | Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners Read More > |
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| | | Berta Aldrich will fill the newly created role; StepStone also hired a new head of RIA enterprise relationships. Read More > |
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| | | The figure represents growth of 67% from year-end 2022. Read More > |
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| | | There are additional deal structures beyond the traditional note, but the ramifications vary considerably from one approach to the other. Read More > |
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