Articles tagged "ECHELON Partners"
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What to make of Mark Hurley's latest prophesy that most RIA firms will go out with a whimper
The Fiduciary Network principal sees minimal enterprise value -- and little will to build it -- among 19,000 wealth management firms
June 15, 2010 at 5:19 AM
Part II: The things 11 through 20 that show the RIA market is really heating up in 2010
Everything from New York Times recognition to accelerating executive hires suggest the RIA realm is getting hot
March 23, 2010 at 5:46 AM
Consolidation pushes a veteran of Wachovia, U.S. Trust, National City into the RIA space
Trendspotters see increase in bank breakaways as wealth management divisions consolidate
February 16, 2010 at 5:53 AM
Bibliowicz's turnaround plan for National Financial Partners includes rolling up RIAs
Publicly traded consolidator sees RIAs deals as a promising avenue of growth and stable earnings
February 11, 2010 at 6:47 AM
[UPDATED] Focus Financial breaks into the American sports world with its latest RIA deal
Bridgewater purchase gives New York roll-up specialized knowledge of managing sudden fortunes accumulated in sporting world
January 20, 2010 at 6:10 AM
8 major points to understand about the M&A market at the start of 2010
Market conditions are yielding great opportunities for some savvy buyers and sellers
January 6, 2010 at 5:40 AM
Banks are hungry to buy RIAs again
The same pressures for growth and non-interest income have them shopping, albeit more cautiously