Added on November 2022 in M&A Issues
0 visitor like this article | Viewed 1342 times | 0 comment
Summary: Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers,
Added on September 2022 in M&A Issues
0 visitor like this article | Viewed 1397 times | 0 comment
Summary: The RIA industry looks different today than it did in 2019, before the onset of the pandemic. A new study from DeVoe & Co. finds that the long-term ramifications of COVID-19 on employees’ well-being, talent management and workplace culture are still unfolding. Recovery is taking place against a backdrop of global economic and market uncertainty.
Added on September 2022 in M&A Issues
0 visitor like this article | Viewed 1537 times | 0 comment
Summary; Echelon Partners’ 10th Deals and Dealmakers Summit, reprised at San Diego’s Intercontinental Hotel after two pandemic postponements, offered attendees a deep dive into mergers and acquisitions in wealth management with a curated group of respected colleagues, potential partners and industry leaders from adjacent professions boasting a range of relevant expertise.
Added on August 2022 in M&A Issues
0 visitor like this article | Viewed 1569 times | 0 comment
Summary: How can smaller RIAs compete against the deep-pocketed serial acquirers that dominate the brutally competitive mergers and acquisitions market?
Added on July 2022 in M&A Issues
0 visitor like this article | Viewed 1561 times | 0 comment
Summary: The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year.
