Tag: Echelon Partners

Data & Research

July 23rd, 2025

RIAs Continue to Accelerate Tremendous M&A Pace

Private equity-backed wealth management firms have made the lion’s share of RIA acquisitions, according to separate studies from Echelon Partners...

Data & Research

July 10th, 2023

Wealth Management M&A Dips Slightly in Q2

The second quarter decline mimics similar drops in 2020 and 2022, even as the industry went on to strong dealmaking...

Events Spotlight

PLANADVISER 360

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.