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

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10/08/2021 | Media Quotes

RIA M&A Is on Fire. Consolidators, Private Equity Are Providing the Fuel.
09/14/2021 | Media Quotes

Simplicity Group Acquires Sawtooth Solutions, LLC, Enhancing its Wealth Advisory Offering with Sawtooth's Market-Leading Technology
09/09/2021 | Media Quotes

Mariner Wealth Advisors Acquires The Pinnacle Group
07/19/2021 | Media Quotes

Dan Seivert's ripping success in RIA M&A deals has odd side effect of having some sidearm staff leave for new vistas
07/08/2021 | Media Quotes

Wealth Enhancement Group Announces Acquisition of Los Angeles-Based Oakwood Capital Management, an Independent RIA with $1.04 Billion in Client Assets
05/25/2021 | Media Quotes

Cresset Makes 2 Key Hires, Including Former E*Trade Executive
05/17/2021 | Media Quotes

Let’s Make a Deal. Capitalizing on a Seller’s Market for RIAs.
05/07/2021 | Media Quotes

This Week in RIA M&A: Creative Planning Snaps Up $5 Bln-Asset RIA in Virginia
05/05/2021 | Media Quotes

Will Biden Tax Hikes Torpedo Venture Funding
05/04/2021 | Media Quotes

Dynasty Financial's Latest Pivot: Making Investments in RIAs
05/03/2021 | Media Quotes

Beacon Pointe can't stop acquiring RIAs. Here's its latest deal
05/03/2021 | Media Quotes

As deal volume and size set records, hybrid RIA to acquire $1.6 B firm

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