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Sunday, October 4, 2026The Morning Brief →Sign in
asset manager

F/m Investments

WASHINGTON, DC
CRD: 304405
In PWD coverage since August 21, 2026 · 7 stories
$17.7BRegulatory AUMSEC Form ADV · Oct 3
83EmployeesForm ADV
5Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Aug 25, 26Deal announcedT. Rowe Price · — coverage
Aug 19, 26Deal announcedT. Rowe Price · $19B — coverage
Aug 19, 26Deal announcedT. Rowe Price — coverage
Aug 19, 26Deal announcedT. Rowe Price · $19B — coverage
Jul 31, 26Deal announcedT. Rowe Price
PWD coverage
issuers

Three August ETF deals price a book of advisor relationships

August's three ETF acquisitions priced the scarce asset—a book of advisor relationships—and the next wave will be issuers who own one and cannot sell it.
advisers · Sep 16DC consultants stopped debating AI and started using it on the paperwork
issuers · Aug 26Buy, don't build: the ETF landgrab's clearest answer
the_wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails
Deals & PE · Aug 21T. Rowe's F/m deal buys a product factory
investments · Aug 21T. Rowe Price buys F/m to strengthen target-date fixed income
Deals & PE · Aug 21T. Rowe Price to buy F/m Investments and its Treasury ETFs
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