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

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07/14/2022 | Media Quotes

The 48-hr mystery of David Canter's Fidelity departure gets solved when RIA custody client steps forward with claim to his future but the headhunter lost his job to the headhunted
07/13/2022 | Media Quotes

Got a Succession Plan? Advisor M&A Deals Hit New Record
07/06/2022 | Media Quotes

Wealth managers want to pass the baton. PE firms are ready
07/05/2022 | Media Quotes

Merrill Lynch's owner finally invests in iCapital but at the non-early bird special share price
06/08/2022 | Media Quotes

Orion speed-closes Redtail purchase in 48 days, so Eric Clarke can get right to work stacking it with four other M&A deals in two years at his Omaha mothership
06/07/2022 | Media Quotes

Seivert: RIAs Need to Make 'Internal Adjustments' to Maintain Value in Down Market
05/25/2022 | Media Quotes

Cresset and Meristream Merge to Create $27B AUM Multifamily Office
05/11/2022 | Media Quotes

NFP Reorg Reflects Growing Wealth Management Focus
05/09/2022 | Media Quotes

30-year Industry Veteran and Founder of Camden Capital Launches New Firm Validus Capital
04/19/2022 | Media Quotes

In blockbuster deal, Eric Clarke gets Brian McLaughlin to remove 'blinders' and sell Redtail to Orion after one football game and three years of 'unreturned text messages'
04/07/2022 | Media Quotes

Simon Stilwell's grand plan to turn Investmentnews into a live events juggernaut was one dive too deep for the 'wild swimmer;' he exited today amid continuing turmoil
03/22/2022 | Media Quotes

Should RIAs Start Leveraging 401k Plans?

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