Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.
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The platform provider will keep its New York offices.
February 19 -
Productivity may not come back, but private equity may be the answer for some.
February 14 -
Fintechs are also attracting strong PE interest; robos not so much.
February 12 -
New M&A and lending services bolster the company’s offering but steep challenges remain.
February 11 -
As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.
January 28 -
While the average deal size has climbed above $1.3 billion, solo practices still continue to thrive.
January 24 -
In a surprise move, Liz Nesvold sells investment bank Silver Lane Advisors to Raymond James Financial.
January 23 -
Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.
January 14 -
The frothy seller’s market for advisory firms may be coming to end, says veteran dealmaker Peter Raimondi.
January 3 -
Concerns mount about the aggregator counting tuck-ins as organic growth.
January 2
