Exclusive: Citi Wealth names Alex Kokolis as investments platform experience head
United States
T. Rowe Price to buy fixed income fund manager F/m Investments
As of 31 July 2026, F/m Investments oversaw $19bn in assets.
Kestra Financial names Kelly Apple wealth management head
Wealth Enhancement snaps up Weinand Financial
Goldman Sachs enters $410m deal to buy LCN Capital Partners
MAI Capital buys Atlanta RIA Waypoint Wealth Counsel
Maridea expands Chicago footprint with Park Ridge Financial purchase
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