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RIA M&A activity sails strong into 2024, Echelon says
Deal volume comes in above 300 again in 2023, with well-capitalized RIA acquirers dominating, according to report.
RIAs to have a rollicking year
In the wake of Fisher Investments deal chatter, 2024 will likely be studded with significant transactions involving registered investment advisors.
Edelman purchases $500M Massachusetts RIA
The acquisition is Edelman’s fifth over the last year.
RIA M&A surges back in the third quarter: Report
The marketplace for registered investment advisors saw 'a rebound to levels of deal activity not seen since early 2022,' according to Echelon Partners.
Edelman buys $425M Oklahoma City RIA
Align Wealth Management, founded in 1994, also has an office in St. Petersburg, Florida.
RIA M&A stumbles in the second quarter
Acquirers say the highest-quality firms still command high valuations, while the rest are seeing new deal structures.
Slowdown in M&A threatens decade-long streak of increasing RIA consolidation
The number of deals in the first two months of this year is down from the same period last year, but deal trackers are calling it a reversion to normal M&A levels.
Rising interest rates not a killer for RIA M&A
Meanwhile, though, some RIA buyers are 'dancing' to get necessary capital to do deals, says Dan Seivert of Echelon Partners.
Hungry private equity investors steer acquisitions toward smaller RIAs
The latest report from Echelon Partners shows a gradual slowdown in deal activity, which continues to be dominated by PE-backed buyers.
RIA consolidation on track for another record year, Echelon reports
Three straight quarters of declining deal volume doesn't derail the bigger M&A trend in wealth management.
Wealthtech funding had ‘record-shattering’ 2021
The world’s largest firms are betting that new tools from wealthtech providers, ranging from AI to robotic process automation and blockchain systems, can help slash costs while increasing assets.
Private equity influence on wealth management is big and getting bigger
The 38 direct PE investments in wealth management last year compares to 23 in 2020 and 11 in 2019. Now PE is eyeing the wealthtech space.
Captrust takes a big bite out of Texas with latest deal
The addition of Covenant Multifamily Offices expands Captrust's Texas footprint and adds $2.6 billion under management.
Private equity drives another record quarter for RIA M&A
After a record-setting third quarter of 78 deals, Echelon Partners' data showed 2021 has already beaten last year's record for RIA transactions.
Not even pandemic can derail record level of RIA consolidation
The slowdown in March turned out to be just brief bump in the road for buyers and sellers in the wealth management space.
RIA M&A starts 2021 with a bang
In the first week of the new year, eight significant deals involving advisory firms were announced and a total of $159.6 billion in assets changed hands. Among the buyers and sellers — including Hightower, Sageview Advisory Group and Aquiline Capital Partners — were some of the most significant names in the burgeoning RIA industry.
Fourth quarter saw a record 69 RIA deals, Echelon says
M&A activity posted another record for the year despite the slow second quarter
Breaking away from a brokerage during a pandemic is hard … but rewarding
Those RIAs that made the move this year say that the effort has been worth it
InvestmentNews Podcast: Big picture look at RIA M&A
Mark Bruno of Echelon provides a detailed look at mergers and acquisitions in the RIA space
As M&A activity ramps back up, RIAs need to bone up on the details
Independent advisers want to do deals, but many confess they aren't really prepared to do so
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