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Phoenix Financial

In network coverage since October 16, 2026 · 4 stories
2Deals on our tracker
Deal recordFull tracker →
Oct 18, 26Deal announcedGoldman Sachs · $4B — coverage
Oct 15, 26Deal announcedGoldman Sachs · $4K — coverage
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Goldman Sachs and Phoenix Financial announce $4 billion client-asset transaction

The deal is nearly ten times the $412 million in combined RIA acquisitions Apella and Waverly disclosed overnight.
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