News, Comment & Analysis results for ECHELON Partners

M and A
May 7, 2024

RIA Blockbuster: Colony Merges With Buckingham

Our US correspondent dives into the details of a large M&A deal in the North American wealth

M and A
April 24, 2024

Wealth Management M&A Volumes Seen Rising; Private Equity Dominates Deals

A regular report on how vigorous the merger and acquisitions market is for North America points to

M and A
March 21, 2024

RIA Mergers, Acquisitions Hold Up Despite Chill Winds; Optimistic Tone – Study

A report examines the forces shaping mergers and acquisition activity in the North American wealth

Strategy
February 6, 2024

EXCLUSIVE: Revamped Focus Financial Faces Delicate Balancing Act

The newly-installed president of Focus Financial gives his first interview since being named in the

Company Profiles
February 6, 2024

With RIA Sector In Ferment, Interactive Brokers Eyes Opportunities

The brokerage business talks to this news service about how it serves wealth advisors in the US and

M and A
January 25, 2024

Despite Dip In 2023, DeVoe Sees "Healthy" M&A Market Ahead

Our US correspondent reports on latest data showing the extent of M&A and consolidation in the

M and A
January 16, 2024

RIA Mergers, Acquisition Dealflow Slips; Drivers Remain Powerful

Although the total number of transactions was down last year, figures point to continued brisk

M and A
November 20, 2023

Edelman Financial Engines Continues Acquisitions, Plans More

EFE, which manages more than $245 billion in assets, says that acquisitions are an important part

M and A
November 8, 2023

Hightower Takes A Strategic Stake In Another Wealth House

M&A activity in the US registered investment advisor industry has bounced back in the third quarter

M and A
October 16, 2023

Wealth Enhancement Group Adds Los Angeles Firm

In another example of busy US wealth management M&A, the latest example of an acquired firm

Comment & Analysis results for ECHELON Partners