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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.

Mark hurleyMckinsey companyCerulli associatesFederal reserveExchange commissionInvestment adviser associationInvestment adviserInvestment adviser industry snapshotFiduciary networkEchelon partnerDeal report

Captrust Buys $770M Houston Firm | Wealth Management

Captrust completed nine deals last year; four of them were in the Lone Star State.

United statesSan antonioMonroe vosTaylor parkerGreg parkerCarlyle groupExchange commissionCaptrust financial advisorsEngrave wealth partnersLone star stateOmega wealth partnersSouthern wealth managementEchelon partner

Quarterly RIA Deal Volume Hits Lowest Level Since 2021

Yet, average assets per deal is on track to hit the second-highest level ever recorded by Echelon.

New yorkUnited statesAbu dhabiAbuz abyUnited arab emiratesDan seivertFlexpoint fordCongress wealth management to audax companyWealth enhancement groupAbu dhabi investment authorityEchelon partnerLos angeles basedWealth managementAudax management companyBain capitalAres management

Wealth M&A Slows, but Strategic Deals Continue to Be Inked

Alera Group, a national insurance and wealth services firm, is among the latest established entities to begin picking up smaller independent wealth management shops in key markets.

United statesJeff andersonPeter campagnaAlan levitzCommerce groupWharton groupWise rhino groupAlera groupBenefit commerce groupRhino groupEchelon partner

Focus Financial Partners inc (FOCS) Q2 2021 Earnings Call Transcript

Focus Financial Partners inc (FOCS) Q2 2021 Earnings Call Transcript
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United statesSankt peterburgJim shanahanMonte carloJames shanahanLafleur godfreyRuediger adolfTina madonBadgley phelpsJohn russell mcgranahanRudy adolfCorporate communicationsFocus financial partnersQuarter earningsChief financial officerRusty mcgranahan

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