M&A
M&A
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2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study
January 19 -
The costs of complying with the fiduciary rule may cause many smaller independent broker-dealers to disappear. Advisor Group plans to take advantage of this trend.
January 19 -
The expansion-minded RIA reaches $5.5B in AUM and adds its first Western office with its latest deal.
January 18 -
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 -