Why Creative Planning's Acquisition of Lockton’s Retirement Division Is a Game Changer for RIAs Jan 26, 2022 The move signals the escalation of the convergence of wealth, retirement and benefits at work. Captrust Acquires $107B Institutional-Focused Firm Jan 14, 2022 Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market. first previous … 25 26 27 28 29 30 31 32 33
Captrust Acquires $107B Institutional-Focused Firm Jan 14, 2022 Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market. first previous … 25 26 27 28 29 30 31 32 33