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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.
Wealth management firms start off 2024 with M&A bang
A January wave of consolidation sees $32 billion in assets purchased across 23 deals, Fidelity reports.
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.
