Fidelity Wealth Management M&A Transaction Report – October 2022

INVESTMENT MANAGEMENT DEALS BLOG

November 21, 2022

Fidelity Institutional published its Wealth Management M&A Transaction Report for the month of October. The report analyzes M&A activity among independent broker dealers and registered investment advisors. The report shows 13 RIA M&A transactions for the month, primarily taking place in the middle market.

To read the the report: please click here.

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