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

ECHELON executives have been quoted extensively as leading authorities and industry experts in the wealth and investment management sectors by multiple industry publications. The table below outlines some of our recent media mentions.

*Note that prior to 2008 ECHELON Partners was titled 3C Financial Partners.
Date Publication Article & Description
4/17/2020 ECHELON Partners Webcast ECHELON Partners Webcast: RIA Valuations and M&A Activity
4/2/2020 ECHELON Partners Webcast ECHELON Partners Webcast: Continuity Planning
3/23/2020 AdvisorHub RIA Mergers Continue But Coronavirus Slowdown Likely to Ensue
3/23/2020 Mark Bruno Joins ECHELON Partners
3/19/2020 Financial Planning Cetera parent dropped to ‘negative’ outlook amid coronavirus turmoil
3/19/2020 What Could Happen to RIA M&A? 2008 Provides a Clue
3/19/2020 RIAIntel A Recession Won’t Stop RIA Buyers or Torpedo Valuations. Here’s What It Will Do.
3/13/2020 Investment News Market slide puts RIA buyers in the driver’s seat
3/10/2020 NAPA Aon to Merge with Willis Towers Watson in Reported $30 Billion Deal
3/6/2020 Family Wealth Report Deals Of The Day: The Latest In Wealth Management M&A – AssetMark, OBS Financial
3/5/2020 InvestmentNews The compensation conundrum
3/5/2020 InvestmentNews AssetMark buys RIA advising on $2 billion in assets
3/3/2020 RIABiz The great Mark Tibergien is set to step down from CEO of Pershing Advisor Services to make way for heir apparent Ben Harrison
3/2/2020 Yahoo Finance AssetMark Closes on the Acquisition of OBS Financial
2/24/2020 Investor’s Business Daily Business Partnership: Is It The Right Path For Financial Advisors?
2/21/2020 RIABiz Thomas H. Lee Partners reportedly puts Hightower Advisors on the block, but an air of unreality surrounds the timing and premium price following two-year revamp
2/20/2020 InvestmentNews Retirement plan adviser M&A market poised to explode
2/20/2020 Financial Planning Can acquisitions continue to boost Focus’ earnings?
2/11/2020 InvestmentNews The strategy behind Creative Planning’s private equity deal
2/10/2020 Financial Advisor Latest Breakaway Trend: Departures From Independent RIA Firms Are Continuing To Surge
2/10/2020 InvestmentNews Experience pays dividends in wealth management deals
2/7/2020 Financial Advisor Latest Breakaway Trend: Departures From Independent RIA Firms Are Continuing To Surge

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"My colleagues and I believe it is essential to have an advisor with intimate knowledge of the investment industry as well as the experience of having advised on transactions. To find this expert we asked the most prominent industry leaders which firm we could trust to guide our organization in the right direction. The same firm name kept coming up: ECHELON Partners."
Jim Heard, CFP President & CEO - Windham Brannon Financial Group