News, Comment & Analysis results for ECHELON Partners
Volume Of North American Wealth Management M&A Drops In Q2
More data comes out on the scale and pace of North American mergers and acquisitions in the second
Will Mega-Multiple Prompt More CI Selling?
The Canada-headquartered financial group went on a big US wealth management buying spree three
RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off
The business of wealth management M&A in North America has changed from the frenetic pace of recent
Carson Takes Equity Stake In Kansas Firm
The latest mergers, acquisitions and other corporate transactions in the North American wealth
How Is RIA Merger, Acquisition Market Reacting To Rising Rates?
Further rises to US interest rates, and the drama around Silicon Valley Bank and other lenders such
What Does PE Buyout Of Focus Financial Mean For RIAs?
This news service delves into the details around the recently-reported private equity bid for
High Volume, Newbies And Private Equity Hold RIA Deal Spotlight
A report explores trends in mergers and acquisitions in the RIA space, noting the roles of private
Prime Capital Investment Advisors Buys Another Firm, Targets Sustainability Space
PCIA has snapped up a number of wealth management businesses in recent months.
What’s Wrong With Envestnet, Goldman Sachs And CI Financial?
Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have
AssetMark Completes Adhesion Wealth Deal
Under the deal, AssetMark has acquired total billable assets of $7.2 billion (based on figures as