.Among the biggest RIAs to seek a sale in 2024 is moving to Captrust.Captrust exposed on Thursday that it has acquired Boston Financial Monitoring (BFM), a riches and also possession manager with roughly $5bn in client properties. The package is the sixth that Captrust, which oversees about $1tn in riches and retirement properties, has actually hit in Massachusetts over the last five years.’ Actually from day one till today, our enthusiasm for this package remained to develop,’ Captrust coping with director Wilson Hoyle (imagined) informed Citywire. ‘Each and every single communication we possessed along with all of them received our company delighted, and the additional our company learned, the extra ecstatic our experts received.
That has not altered today.’.