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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
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Jeff Concepcion

In PWD coverage since August 19, 2026 · 2 stories
PWD coverage
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SEI-backed Stratos acquires $400 million Illinois planning firm

A multi-year search brings RPI into SEI-backed Stratos with its name intact.
M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner
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