Deals & People July 8th, 2024 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.
Deals & People May 31st, 2023 Smart Acquires Managed Account Provider ProManage Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...