Deals & Dealmakers Summit
Careers
News

Services
Clients
- Our Clients
- Select Transactions
About Us
Research & Thought Leadership
Deals & Dealmakers Summit
Careers
News

Contact Us

News & Media

Noteworthy press releases, transaction announcements, research releases, and quotes in the media

Browse by topic

Sort by

01/18/2023 | Media Quotes

RIA Consolidation Boom Continues Despite Slumping M&A Activity
01/13/2023 | Media Quotes

The Slowdown Behind Record Deal Volume
01/11/2023 | Media Quotes

Advisor Deal Activity Breaks Another Record as Pace Shows Signs of Cooling
12/20/2022 | Media Quotes

InvestmentNews owner accepts $8 million deal for non-IN assets overseas and will (likely) name buyer for the New York City pub after Christmas
12/19/2022 | Media Quotes

Shirl Penney lands hot cash in cold market, raising $100 million (says source) to 'charge onto the offensive' as competitors 'hunker down' under debt
12/02/2022 | Media Quotes

RIA Quick Takes: Orion deepens DFA embrace by using it as portfolio manager-inside-ETF
11/21/2022 | Media Quotes

M&A Trend Lines Take Dive in Q4
11/19/2022 | Media Quotes

Creative Planning goes 'transformational,' buying $110 billion in retirement assets and crashing the elite Edelman Financial Engines, CAPTRUST party of business model ambidexterity
11/08/2022 | Media Quotes

LPL Financial prepares to enter the 'OSJ' channel - this time as an owner headed by a former executive whose staff advises $40-billion
11/01/2022 | Media Quotes

Farther struts its startup magic and shows why a $375-million RIA can be worth $50-million -- by getting four advisors to bring books of business just to be part of the enterprise
10/25/2022 | Media Quotes

Echelon: Investment Advisor M&A Bucks Downward Trend in Dealmaking
10/21/2022 | Media Quotes

Dave Welling's rollup hits $39 billion of AUM and hires a 37-year-old breakaway from BlackRock to turn internal five-click shopping into a 'single conversation'

1
2
3
4
5

Services
Clients
About Us
Research & Thought Leadership
Events
Careers
News
Contact Us

© 2025 Echelon Partners Terms of Use Privacy Policy FINRA