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How to Keep the Deal Alive When Selling Your Business

How to Keep the Deal Alive When Selling Your Business
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Reasons Why M&A Deals Died in 2023

Reasons Why M&A Deals Died in 2023
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RIAs Aren t Growing, and It s a Problem We Need to Fix

The dips in M&A and total assets in 2022 should have been a wakeup call for the industry to return its focus to organic growth.

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RIA M&A activity sails strong into 2024, Echelon says

RIA M&A activity sails strong into 2024, Echelon says
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Former UBS Wealth Head Tom Naratil Joins Lightyear Capital

Private equity firm Lightyear has tapped Naratil to support growth and investments in the wealth management space.

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