Summary: Big fund firms like BlackRock and Fidelity are scurrying to get into the robo-advising game. But in a twist focused on creating closer ties between traditional financial advice-giving and investment management, one midsize wealth manager is merging its business with a pure-play asset manager.
 It’s not a traditional M&A approach, but we’ve seen a relatively small merger with a dedicated investment manager lead to significant increases in our advisory assets. It has proved to be a very effective way to build a broader wealth-management business."Hal Anderson, CEO, Holtis Investment Advisors |
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