The Week in Wealth: Consolidation Runs on Debt, Teams and Metered AI
The week's deal, movement and flow data show consolidation and recruiting still running, but leverage, custody minimums and metered vendor costs are shifting the bill to RIAs.
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Wealth firms bought capacity, not size, in a 19-deal week
A $714 million median disclosed deal, $6.8 billion of moving advisor books and Mariner's $150 million loan add-on show financing and integration setting the pace.