News Matt Rozen 10/11/23 Matt Rozen 10/11/23 Is RIA M&A recession-proof? In this CityWire RIA guest column on October 11, 2023, Advice Dynamics Partners chief executive David Selig outlines the factors that have kept RIA dealmaking hot amid a cooler overall M&A market. Read More Matt Rozen 8/17/23 Matt Rozen 8/17/23 RIA M&A heats up in July: Fidelity Read More Matt Rozen 7/17/23 Matt Rozen 7/17/23 Exclusive: Focus co-founders to net $323m from CD&R sale Read More 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 News Archive 2019 7 2020 4 2021 5 2022 1 2023 5 2024 5
Matt Rozen 10/11/23 Matt Rozen 10/11/23 Is RIA M&A recession-proof? In this CityWire RIA guest column on October 11, 2023, Advice Dynamics Partners chief executive David Selig outlines the factors that have kept RIA dealmaking hot amid a cooler overall M&A market. Read More
Matt Rozen 7/17/23 Matt Rozen 7/17/23 Exclusive: Focus co-founders to net $323m from CD&R sale Read More
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
