Both NewEdge RIAs announced deals this week, as did EP Wealth, Crewe Advisors and Sanctuary. Income Research + Management and Angeles Wealth named new executives.
Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.
The changes come as CEO Abigail Johnson approaches a decade running one of the world's largest money managers.
T. Rowe's private credit fund, dubbed OCREDIT, launched in October.
The 10-person Variant Path Group in Charlotte, N.C. joins Rockefeller Global Family Office.
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