News, Comment & Analysis results for ECHELON Partners
Mid-year RIA M&A Market Report: Winners, Losers And Trends
After the half-way point of 2024, our US correspondent looks at the M&A arena to see who has
RIA Blockbuster: Colony Merges With Buckingham
Our US correspondent dives into the details of a large M&A deal in the North American wealth
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
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
EXCLUSIVE: Revamped Focus Financial Faces Delicate Balancing Act
The newly-installed president of Focus Financial gives his first interview since being named in the
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
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
RIA Mergers, Acquisition Dealflow Slips; Drivers Remain Powerful
Although the total number of transactions was down last year, figures point to continued brisk
Edelman Financial Engines Continues Acquisitions, Plans More
EFE, which manages more than $245 billion in assets, says that acquisitions are an important part
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