The Great Private Equity Swap Is Coming to Wealth Management

Published on August 21, 2025

It's not just a matter of who gets a seat. It's about knowing which table you want to be at when the music stops.

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Mariner to Acquire $5B Institutional Consulting Firm

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The RIA has also acquired two wealth management firms with a combined $1.7 billion in assets under advisement.

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Home values fell for a fifth straight month in July, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values dropped for a 15th consecutive month, hitting their lowest level since April 2021.