Blue Owl Capital appoints new global head of Family Capital
North America
Merit Financial Advisors expands into Idaho
This acquisition enables Merit to enter Idaho and boost its assets by $1.6bn.
CI Wealth adopts Conquest’s AI financial planning platform
AI advisory tech provider Zocks raises $13.8m in Series A funding
Captrust acquires Carolinas Investment Consulting
Composition Wealth acquires two Seattle wealth management firms
Unique raises $30m to accelerate AI innovation for financial services
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