Intelligence for the Dealmaking Community since 1965
Intelligence for the Dealmaking Community since 1965
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Fidelity

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Private Equity
Private Equity Tightens Its Grip on the RIA Gold Rush
What was once a fragmented, founder-led industry is increasingly steered by institutional capital chasing scale, succession opportunities and steady fee revenue.
February 26, 2026
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Financial Services
PE Accelerates RIA Takeover: What’s Driving the Frenzy?
PE is piling into the space because of its recurring fee-based revenue and explosive growth trajectory.
May 13, 2025
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Technology
Cisco Reportedly Nears Investment in CoreWeave at $23B Valuation
Cisco’s leadership is trying to ensure that its technology has a place in the rapid build-out of data centers.
October 4, 2024
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Financial Services
JPMorgan, Citigroup Are Ramping Up Their Investments in Repackaged Loans
An increase in deposits in recent months is prompting banks to seek out high-quality fixed-income assets to deploy money.
January 31, 2024

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