News Citywire RIA Matt Rozen 12/9/21 Citywire RIA Matt Rozen 12/9/21 Kestra’s Bluespring acquires $1.1bn NorCal RIA Read More Citywire RIA Matt Rozen 5/17/21 Citywire RIA Matt Rozen 5/17/21 Inside the collaboration between CI Financial and Emigrant Read More RIABiz Eva Selig 3/16/21 RIABiz Eva Selig 3/16/21 Edelman Financial Engines shuns an IPO, but (likely) raises hundreds of millions dollars at a staggering $7.3-billion IPO valuation, despite fresh DOL 401(k) headwinds Read More RIABiz Eva Selig 1/26/21 RIABiz Eva Selig 1/26/21 CI Financial tops its 2020 MVP year with a grand slam $23 billion AUM January deal but its CEO hints that 2021 is just getting going Read More Wealth Management Eva Selig 1/7/21 Wealth Management Eva Selig 1/7/21 Captrust Buys $3.29B RIA MRA Associates Read More Business Wire Eva Selig 12/8/20 Business Wire Eva Selig 12/8/20 Bluespring Wealth Partners Acquires $500+ Million Bedell Frazier Investment Counseling Read More Family Wealth Report Eva Selig 11/13/20 Family Wealth Report Eva Selig 11/13/20 Deals Of The Day - The Latest In Wealth Management M&A: Cerity Partners, Worldview Read More Citywire RIA Eva Selig 10/16/20 Citywire RIA Eva Selig 10/16/20 Is the RIA roll-up in trouble? Read More Newer Posts Older Posts News Archive 2014 5 2015 7 2016 8 2017 1 2018 3 2019 8 2020 4 2021 5 2022 1 2023 5 2024 2
Citywire RIA Matt Rozen 12/9/21 Citywire RIA Matt Rozen 12/9/21 Kestra’s Bluespring acquires $1.1bn NorCal RIA Read More
Citywire RIA Matt Rozen 5/17/21 Citywire RIA Matt Rozen 5/17/21 Inside the collaboration between CI Financial and Emigrant Read More
RIABiz Eva Selig 3/16/21 RIABiz Eva Selig 3/16/21 Edelman Financial Engines shuns an IPO, but (likely) raises hundreds of millions dollars at a staggering $7.3-billion IPO valuation, despite fresh DOL 401(k) headwinds Read More
RIABiz Eva Selig 1/26/21 RIABiz Eva Selig 1/26/21 CI Financial tops its 2020 MVP year with a grand slam $23 billion AUM January deal but its CEO hints that 2021 is just getting going Read More
Wealth Management Eva Selig 1/7/21 Wealth Management Eva Selig 1/7/21 Captrust Buys $3.29B RIA MRA Associates Read More
Business Wire Eva Selig 12/8/20 Business Wire Eva Selig 12/8/20 Bluespring Wealth Partners Acquires $500+ Million Bedell Frazier Investment Counseling Read More
Family Wealth Report Eva Selig 11/13/20 Family Wealth Report Eva Selig 11/13/20 Deals Of The Day - The Latest In Wealth Management M&A: Cerity Partners, Worldview Read More
Citywire RIA Eva Selig 10/16/20 Citywire RIA Eva Selig 10/16/20 Is the RIA roll-up in trouble? Read More
