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Boston hedge fund cuts 19% of investing team
Firm is tightening its investment strategy.
Creative Planning’s Mallouk sees softening valuations driving more RIA deals
Creative Planning's third completed deal of the year, for Boston-based Ferris Capital, adds $755 million to its wealth management footprint.
Captrust buys $2.2 billion Rinet in 8th deal this year
Rinet executive says $2.2 billion in AUM is no longer enough to be competitive in the fast-consolidating RIA market.
