See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Both NewEdge RIAs announced deals this week, as did EP Wealth, Crewe Advisors and Sanctuary. Income Research + Management and Angeles Wealth named new executives.
Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.
