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Articles tagged "ECHELON Partners"


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Mark Hurley's new report says building enterprise value is “unattractive and fraught with risk."

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

Custodians are aggressively hiring good talent to keep up with RIA demand. Schwab's hire of Nick Georgis was a good example of that.

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

Matt Mathias: Every time there's a merger, clients are disrupted.

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

Jessica Bibliowicz: We acted quickly in a difficult environment. We are now a stronger and more seasoned company.

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

Bridgewater Wealth has long experience reining in athletes and their money

[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

Dan Seivert: History is filled with firms that have sold themselves at high valuations to large companies only to buy themselves back at a fraction of the price.

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

Paul Lally: Banks see this possibly as the opportunity of a lifetime to get into the wealth management business.

Banks are hungry to buy RIAs again

The same pressures for growth and non-interest income have them shopping, albeit more cautiously

December 14, 2009 at 5:59 AM

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