Has the wealth industry entered a new era of dealmaking?
Echelon Partners report shows RIAs continuing to gain market share in 2023, while private equity firms figured in three-fifths of transactions.
Following a frenetic 2023 that included more than 300 mergers and acquisitions, the wealth industry could be entering a historic phase of consolidation, according to Echelon Partners.
In a new report, the boutique investment bank revealed a slight year-over-year dip of 5.6 percent in dealmaking i
Learn more about reprints and licensing for this article.
