News & Events

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

 

Press Releases

Apr 19, 2018

ECHELON Partners Releases Q1 2018 RIA M&A Deal Report Showcasing Heightened Breakaway Activity as Broker Protocol Exits Induce Deals

ECHELON Press Release

Oct 03, 2017

ECHELON Partners Facilitates an Investment In and New Partnership for Collins Investment Group

ECHELON Press Release

Aug 17, 2017

ECHELON Partners Named a Multiple Finalist in the wealthmanagement.com 2017 Executive Forum and Industry Awards

ECHELON Press Release

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Press Mentions

ECHELON executives have been quoted extensively as leading authorities and industry experts in the wealth and investment management sectors by multiple industry publications.

Jul 09, 2019

FinancialPlanning

No end in sight: Torrid RIA M&A market set to exceed 200 deals

The wealth management M&A market is on a white-hot streak and is poised to blast through the 200-deal barrier to hit an all-time high by year’s end, according to Echelon Partners RIA M&A Deal Report.

Jul 08, 2019

InvestmentNews

RIA acquisitions on record pace, despite sometimes volatile markets

Echelon Partners is predicting M&A activity in RIA space will be up 11% in 2019

Jul 08, 2019

ThinkAdvisor

Wealth Management M&A Deals on Track to Top 200 This Year

Breakaway activity reached a new high in the second quarter, Echelon Partners reports.

Apr 23, 2018

Breakaway Activity "Rampant" in First Quarter

Financial Advisor IQ

Apr 19, 2018

M&A Activity for RIAs Surges in Q1, Poised for Boffo Year

ThinkAdvisor

Apr 17, 2018

HighTower Advisors Lands $4.5 Billion RIA with Help from Bigger, Better Checkbook

RIABiz

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ECHELON's gatherings attract the industry's leading executives and the service providers that help them achieve their business goals

ECHELON Events

ECHELON Partners regularly hosts and speaks at events, from small dinners with leading companies to multi-day conferences, bringing together visionary executives and the industry's finest service providers.

Sep 03, 2019

Deals and Dealmakers Summit

Hosted by ECHELON Partners

Sep 04, 2019

Deals and Dealmakers Summit

Hosted by ECHELON Partners

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Industry Events

Jan 01, 2020

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BNY Mellon | Pershing RIA Symposium

The RIA Symposium hosts growth-minded advisory firms and provides thoughtful content covering investment solutions, practice management, and technology (all which are complimentary to the topics of the DDM).

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ECHELON RIA M&A Dealbook

© ECHELON Partners 2019. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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