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Dan Seivert
RIA M&A poised to shatter record for deals
The number of transactions is expected to increase over 20% from 2016.
Market downturn fears, other hot-button issues divide RIA deal makers
The impact of a possible stock market decline, benefits of firm size and the breakaway phenomenon were debated at the Deals & Deal Makers conference.
RIA sellers are leaving 'tons of money on the table'
Buyers have big M&A advantage; many sellers stuck in 'the valley of doom,' advisors are told at Deals & Deal Makers Summit.
United's latest RIA haul underscores rising star of smaller firms
"It’s never been a better time to be a seller," says investment banker Liz Nesvold.
Ex-LPL consulting head joins Echelon Partners
Carolyn Armitage joined the RIA M&A consultant after LPL eliminated the enterprise consulting division.
Billion-dollar deals and breakaway surge for RIA M&A
2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study
Why the M&A party isn't breaking up — yet
Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.
How will the DoL fiduciary rule impact M&A?
Tibergien: RIA valuations will sink. Seivert: Financing for deals will be just fine.
Wedding bells? Who might buy LPL
Industry experts survey the field of potential suitors.
The new play for RIA dealmakers: Follow the fintech money
"If you're a financial services company and you're not thinking of yourself as a financial tech company, then you're probably in a declining business model," says Rob Foregger, co-founder of NextCapital.
