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Noteworthy press releases, transaction announcements, research releases, and quotes in the media

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10/01/2022 | Media Quotes

RIA Aggregators
09/29/2022 | Media Quotes

Wealth Enhancement Group Buys $677M Hybrid RIA Bohmer Kilcoyne
09/13/2022 | Media Quotes

Sonya Dreizler's zeal is turning 2022 RIA events into a giant coming-out for talented women, with Choir algorithms and a larger halo effect
09/07/2022 | Media Quotes

Deals and Dealmakers: An M&A Deep Dive
09/06/2022 | Media Quotes

Cheryl Bicknell drops the largest on-stage news bomb, and Dan Seivert's revenge event in sparkling San Diego got a WTH explanation for those 20-times multipliers
08/30/2022 | Media Quotes

Charles Goldman takes seat on Orion board sparking thought about RIA custody comeback in Omaha and just what it can do with the Redtail, Brinker and TownSquare acquisition
08/18/2022 | Media Quotes

Private equity firms value a $250 million RIA at $50 million based on killer business model that includes 'grid payouts,' classic RIA fees and a startup robo-level of attention to software
08/17/2022 | Media Quotes

Reverance Takes Stake in Hybrid SEIA, As Firm Leaps into M&A
08/09/2022 | Media Quotes

Why Are Financial Services Firms Looking to Wealth Management Leaders?
08/02/2022 | Media Quotes

Mariner Expands Portfolio Offerings With Latest Acquisition
07/19/2022 | Media Quotes

Dan Seivert's ripping success in RIA M&A deals has odd side effect of having some sidearm staff leave for new vistas
07/15/2022 | Media Quotes

Historic Q2 RIA M&A Volume Likely to Result in Another Record Year

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