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Private equity participation picked up after a 2023 dip, five deals involving over $20 billion in assets were announced and a couple of new names appeared on the list of top buyers.
Monaco Capital and Saling Simms have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year.
Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal.
Most ETF issuers have agreed to pay a new maintenance fee to Fidelity, leaving only a handful that investors will have to pay $100 service fees to purchase.