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Fidelity Investments Monthly Wealth Management Report – July 2023

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INVESTMENT MANAGEMENT DEALS BLOG

August 28, 2023

Wealth Management

Fidelity Investments published its monthly Wealth Management M&A Transaction Report for July 2023. The report analyzes general industry information and transaction highlights. Nineteen RIA deals closed in July 2023, totaling over $29 billion in assets under management.

To read the report: please click here. 

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.