See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The research is available through Wealthscape, Fidelity’s platform for advisors, and covers private credit, private real assets and private equity funds.
RFS Financial Securities President David Miller said the acquisition factored into the move, saying the firm wanted to take control of its own destiny.
This will likely become a much larger relationship for the clearing and custody firm as Arax continues to acquire and scale its wealth management business.
