Added on September 2022 in M&A Issues
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Summary; Echelon Partners’ 10th Deals and Dealmakers Summit, reprised at San Diego’s Intercontinental Hotel after two pandemic postponements, offered attendees a deep dive into mergers and acquisitions in wealth management with a curated group of respected colleagues, potential partners and industry leaders from adjacent professions boasting a range of relevant expertise.
Added on August 2022 in M&A Issues
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Summary: How can smaller RIAs compete against the deep-pocketed serial acquirers that dominate the brutally competitive mergers and acquisitions market?
Added on July 2022 in M&A Issues
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Summary: The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year.
Added on April 2022 in M&A Issues
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Summary: Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.
Added on April 2022 in M&A Issues
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Summary: Registered investment advisor firms that want to sell are going to have to work harder to make themselves stand out, according to a recent report.
