News, Comment & Analysis results for ECHELON Partners
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
Wealth Enhancement Group Adds Los Angeles Firm
In another example of busy US wealth management M&A, the latest example of an acquired firm
US Wealth Industry M&A Bounces Back – ECHELON Partners
The field of mergers, acquisitions and other corporate activity in the US wealth sector has had its
Mercer Boosts California Presence
Mercer has been one of the largest acquirers of wealth management firms in the North American
Sizzling Cerity Partners Eyes International Markets
Our US correspondent delves into the details of Cerity Partners' busy M&A activity during 2023, the