Articles tagged "ECHELON Partners"
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A look inside Schwab's second big deal with a small asset manager
Using its RIA custody unit as a talent pool, the San Francisco giant is bringing ThomasPartners into primetime.
October 17, 2012 at 3:07 PM
AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable
Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on
March 21, 2012 at 5:42 AM
With FundQuest off its plate, Envestnet is ready for a helping of new deals
The Chicago outsourcer has IPO cash, deal experience and an appetite for growth
December 16, 2011 at 7:02 AM
Why exactly private equity firms are dumping money into IBDs at a time when many are going bust
Flush PE firms see the broker-dealers as poised for growth, but others fear such purchases could lead to 'pump and dump' scenarios
September 2, 2011 at 1:51 AM
Schwab's purchase of Windhaven made its asset growth soar -- and RIA assets may be the afterburners
The Boston-based phenom has gathered assets mightily in good markets but may do even better in bad ones
August 15, 2011 at 5:49 AM
Focus Financial pivots to breakaway strategy with Fidelity recruit
Mark Dupont will put a new spin on the big aggregator but entrepreneurial bent remains
May 9, 2011 at 2:40 PM
Record year for RIA M&A after giant fourth quarter, Schwab study says
Buyers and sellers both have stronger motivations
February 2, 2011 at 6:07 AM
10 reasons why LPL Financial could pull off a hot IPO in a cold market
The big IBD touts its big size, big growth and big recruiting opportunity in SEC filing
November 17, 2010 at 12:26 AM
M&A market for RIAs continues record pace: Second half looks even stronger
As compliance burdens grow, smaller firms are driving merger activity
July 26, 2010 at 3:33 AM
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
