Fidelity Wealth Management M&A Transaction Report – November 2022


January 9, 2023

Fidelity Institutional published its Wealth Management M&A Transaction Report for the month of November. The report analyzes M&A activity among independent broker dealers and registered investment advisors. The report shows 18 RIA M&A transactions for the month, primarily taking place in the under $500 million dollar range.

To read the report: please click here.

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