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Kestra’s CEO says there are an increasing number of b/ds looking to sell, especially in the current environment, and his firm is interested in adding an employee channel via acquisition.
After the Office of Management and Budget reviews the proposal, it will be published and subject to a comment period, leaving the Trump administration with a tight window to implement it before the presidential election.
A Chicago-based private equity firm gives Captrust a shot in the arm to hunt for larger acquisitions, as well as provide liquidity to some of the firm's 380 current employee shareholders.
Just two weeks after reopening its Atlanta offices, wealthtech vendor Riskalyze closed again to wait out the mayhem that ensued from violent clashes during George Floyd protests.