Quarterly report [Sections 13 or 15(d)]

Mergers and Acquisitions - Estimated Fair Values of the Material Aggregate Assets and Liabilities Acquired (Details)

v3.25.1
Mergers and Acquisitions - Estimated Fair Values of the Material Aggregate Assets and Liabilities Acquired (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2025
Feb. 03, 2025
Dec. 31, 2024
Business Acquisition [Line Items]      
Goodwill $ 3,024,348   $ 2,646,676
Velocity      
Business Acquisition [Line Items]      
Cash and cash equivalents   $ 17,736  
Commissions and fees receivable – net   23,650  
Fiduciary cash and receivables   105,779  
Goodwill   365,392  
Lease right-of-use assets   3,757  
Other current and non-current assets   4,310  
Total assets acquired   749,024  
Accounts payable and accrued liabilities   5,042  
Accrued compensation   7,457  
Fiduciary liabilities   105,779  
Operating lease liabilities   3,757  
Deferred tax liabilities   57,298  
Total liabilities assumed   179,333  
Net assets acquired   569,691  
Velocity | Customer Relationships      
Business Acquisition [Line Items]      
Intangible assets   216,400  
Weighted average amortization period 13 years 3 months 18 days    
Velocity | Other intangible assets      
Business Acquisition [Line Items]      
Intangible assets   $ 12,000