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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
03/08/2022 | Media Quotes

Amit Dogra is ready to put a shine on an $8B 'Dynasty-like' RIA service profile in cloudy Portland, Ore.
03/01/2022 | Media Quotes

Cerity Partners strikes deal with $1.3bn Boston RIA
03/01/2022 | Media Quotes

Certity Partners Merges with Boston-based Daintree Advisors, Expanding East Coast Presense
02/28/2022 | Media Quotes

Wealthtech funding had ‘record-shattering’ 2021
02/23/2022 | Media Quotes

Morningstar's Kunal Kapoor Joins Wealth Enhancement Group's Board of Director
02/14/2022 | Media Quotes

Private Equity’s Stranglehold On RIA Mergers, Acquisitions
02/11/2022 | Media Quotes

InvestCloud -- long tagged an 'Evernest killer' -- sold at $1-billion valuation level, gets added to Tegra118, but some say, not so fast
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

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