.Among the most extensive RIAs to pursue a sale in 2024 is heading to Captrust.Captrust showed on Thursday that it has actually acquired Boston Financial Management (BFM), a riches as well as asset supervisor with about $5bn in customer assets. The package is actually the sixth that Captrust, which oversees about $1tn in wealth as well as individual retirement account properties, has assaulted in Massachusetts over the last five years.’ Virtually coming from day one till today, our excitement for this deal continued to build,’ Captrust enduring director Wilson Hoyle (envisioned) told Citywire. ‘Each and every single interaction we possessed along with all of them acquired our company thrilled, and also the even more we found out, the more fired up our team got.
That has not modified today.’.