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Advisory M&A News – 7/8/24
Aquiline Capital acquires majority stake in Isio Group; Countiss Wealth Management debuts; Wealth Enhancement Group adds Starfox Financial Services.
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Chime Acquires Savings Benefits Startup Salt Labs
The Salt Lab team, led by benefits entrepreneur Jason Lee, and the firm’s offering will become a part of Chime.
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RIA Headcount Continues to Rise
Registered investment adviser headcount and assets hit another record in 2023, according to the Investment Adviser Association and COMPLY.