Echelon Reports 2nd Busiest Q1 for RIA M&A | Wealth Management
Private equity participation picked up after a 2023 dip and a couple of new names appeared on the list of top buyers.
Source: wealthmanagement.com
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Edelman Financial Engines Picks Up PRW Wealth Management
Now at $245 billion in AUM, Edellman Financial Engines expects to increase M&A momentum in the new year.
Source: wealthmanagement.com
Edelman purchases $500M Massachusetts RIA
Edelman Financial Engines has acquired PRW Wealth Management, a Massachusetts RIA, the companies announced Thursday.
Source: investmentnews.com
RIA Roundup: Marrella Private Wealth Launches as Independent RIA
Family firm leaves Raymond James to launch independent RIA, Edelman Financial picks up $225M firm in 1st deal of year, and 7 other deals announced this week.
Source: wealthmanagement.com
Noteworthy Deals of the Decade | Wealth Management
A look at seven of the most notable private equity deals in the RIA space.
Source: wealthmanagement.com