Orion enters deal to buy wealthtech Summit Wealth Systems
United States
InvestCloud unveils private-markets account offering
Using InvestCloud's APL platform, the PMA provides a centralised point for holding, and rebalancing alternative investments.
Captrust Financial Advisors expands with two RIA acquisitions
Waverly Advisors expands in US with Planning Capital Management
Merit Financial Advisors acquires Oregon’s Roth Asset Management
JBWere teams up with UBS to roll out fixed income funds
Homrich Berg to acquire Maryland RIA WMS Partners
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