News Family Wealth Report Eva Selig 2/8/23 Family Wealth Report Eva Selig 2/8/23 What Does PE Buyout Of Focus Financial Mean For RIAs? Read More Citywire RIA Eva Selig 1/11/23 Citywire RIA Eva Selig 1/11/23 Lido Advisors acquires $2bn Colorado RIA Read More Citywire RIA Matt Rozen 11/28/22 Citywire RIA Matt Rozen 11/28/22 $7bn New Jersey RIA makes first deal in nearly two years Read More 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 Newer Posts Older Posts News Archive 2019 7 2020 4 2021 5 2022 1 2023 5 2024 5
Family Wealth Report Eva Selig 2/8/23 Family Wealth Report Eva Selig 2/8/23 What Does PE Buyout Of Focus Financial Mean For RIAs? Read More
Citywire RIA Eva Selig 1/11/23 Citywire RIA Eva Selig 1/11/23 Lido Advisors acquires $2bn Colorado RIA Read More
Citywire RIA Matt Rozen 11/28/22 Citywire RIA Matt Rozen 11/28/22 $7bn New Jersey RIA makes first deal in nearly two years Read More
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