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Scorching hot August for RIA M&A: Fidelity
New opportunistic buyers continue to enter the space, while serial buyers, those aggregators who have long dominated the market, are reportedly becoming more selective.
Creative Planning acquires $5 billion Wipfli Financial Advisors
The deal is the firm's third-biggest transaction to date, and CEO Peter Mallouk says M&A activity is ramping up because most RIAs aren't growing organically.
