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News & Media

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

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  • 03/14/2022 | Media Quotes

    $1bn-plus RIA deals are slowing in 2022, per Fidelity report

  • 03/01/2022 | Media Quotes

    Cerity Partners strikes deal with $1.3bn Boston RIA

  • 02/28/2022 | Media Quotes

    Wealthtech funding had ‘record-shattering’ 2021

  • 02/14/2022 | Media Quotes

    Private Equity’s Stranglehold On RIA Mergers, Acquisitions

  • 02/07/2022 | Media Quotes

    Creative Planning Acquires Paradigm

  • 02/07/2022 | Media Quotes

    ECHELON RIA M&A Deal Report –2021

  • 02/04/2022 | Media Quotes

    More Lessons From Record M&A Action Backed by Private Equity

  • 02/04/2022 | Media Quotes

    RIA Execs Advocate for M&A to Boost Growth, Add Talent

  • 02/03/2022 | Media Quotes

    RIA M&A moves upmarket, with average seller's AUM topping $2bn

  • 02/03/2022 | Media Quotes

    Plan Asset Consolidation Expected to Continue in 2022

  • 02/02/2022 | Media Quotes

    RIA M&As Hit New Record in 2021, More to Come: Echelon

  • 02/02/2022 | Media Quotes

    Private equity influence on wealth management is big and getting bigger

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