Wealth Management M&A Transaction ... - Fidelity Investments
Fidelity Wealth Management M&A Transaction Report
March 2022
M&A activity among Registered Investment Advisors (RIAs) and Independent Broker-Dealers (IBDs) for the month of March 2022
Wealth Management M&A Transactions
March 2022
March capped off an active 1Q 2022, posting a March record of 19 transactions comprising $28.0B AUM. The quarter ended with 58 deals (+26% over 1Q 2021) and $89.2B AUM (-2%), reflecting growth in the number of ................
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