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Dan Seivert
The RIA's guide to outside capital and private equity
The definition of independence for advisors is changing, according to a new report.
What's fueling the red-hot RIA M&A market?
All systems go for more transactions — but the stock market is a wild card.
Can the bull market in RIA M&A continue its record run?
"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO 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.
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