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Stifel to Buy Part of B. Riley's Wealth Unit
News November 01, 2024 at 11:18 AM
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What You Need To Know
- The deal, which could be priced for as much as $35 million in cash, involves up to 50 advisors and $4.5 billion of client assets.
- The transaction doesn't include B. Riley's roughly 190 independent advisers or its 90 tax professionals.
- Last month, B. Riley agreed to sell a majority stake in its Great American business to funds managed by Oaktree.
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