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Nitrogen executives showed off platform updates that detail equity exposure and use artificial intelligence to convert client statements into actionable portfolios.
As the cost of capital comes down, the most active players in the RIA M&A space will invest more aggressively, according to the latest DeVoe & Company RIA Deal Book.
Americana’s leadership and employees will still be significant owners after the deal, while CEO Jason Fertitta and the rest of the leadership team will continue to run the firm.