M&A
M&A
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Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.
January 18 -
The new year is off to a busy start with deals worth $250 million.
January 11 -
The RIA aggregator added its 43rd partner.
January 11 -
Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?
January 9 -
The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.
December 29 -
Interested in buying or selling a firm? David DeVoe's essential guide for advisers.
December 20 -
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CEO Rob Francais wants advisers to envision $1 trillion in AUM.
December 15 -
From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.
December 14 -
With a close watch on the policies from incoming President-elect Donald Trump, industry leaders and analysts share their predictions for industry trends in 2017.
December 13