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"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.
March 7 -
The big questions firm owners should be asking in a booming M&A market.
March 4Fidelity Clearing & Custody Solutions -
Focus Financial adds a $4 billion wealth management firm to its expanding roster.
February 27 -
An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.
February 22 -
I told clients they need a plan. Turns out, I needed one, too.
February 7 -
Bronfman Rothschild executives have learned important guidelines on evaluating deals.
February 5Bronfman E.L. Rothschild -
The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.
January 21 -
Consolidators are doubling and tripling RIAs' five-year performance.
January 18 -
Advisors have been ditching some of the larger firms for greater latitude.
January 11 -
The IBD’s parent has increased its investments in advisory services while other insurers exit the space.
January 9