News, Comment & Analysis results for ECHELON
Wealth Management M&A Slows In Q3, Advisors Delay Sale Decisions
A measure of RIA deals in the third quarter of this year shows a decline, with market volatility
Creative Planning Agrees To Acquire $4.3 Billion AuM Oregon Firm
The acquisition keeps Creative Planning in the list of some of the most acquisitive wealth
RBC Echelon Builds Concierge Offering With "High Touch" Approach
This news service talked to the "Echelon" service of RBC, which the banking group expanded earlier
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41
RBC WM US Attracts Advisor Team In Dallas
RBC Wealth Management attracts $1.6 billion advisor team in Dallas.
Caprock Buys Austin-Based Venturi Private Wealth, Adds $4 Billion AuM
The consolidation trend in North American wealth management continues.
Wealth Sector M&A Powers Ahead Even As Financial Services Megadeals Dry Up
One detail of the report is a divergence between deal volume and deal value in financial services
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?
While the influx of private equity money into the North American wealth management sector is a well
Beacon Pointe Adds Massachusetts RIA
Beacon Pointe Advisors has been among the most vigorous acquirers of RIAs in recent months.
Merchant Invests In Sowell Management
Merchant, the US investment house, has injected capital to fund the new program of Sowell