News & Events
Noteworthy press releases, transaction announcements, research releases, and quotes in the media
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.
Apr 13, 2020
InvestmentNews
RIA consolidation drags during COVID-19
“The 46 transactions we saw in the first quarter was pretty evenly spread across January, February and March, and the slowdown in deal activity was nowhere near as dramatic as people where expecting,” said Mark Bruno, Echelon managing director.
Apr 13, 2020
Financial Advisor
Resurgence Seen In RIA M&A Deals After Pandemic Slowdown
Total deal activity for 2020 is still projected to be strong, although it will fall slightly behind the record-setting deal making that took place in 2019, when 203 transactions were completed, and behind the 220 deals projected for 2020, Echelon said.
Jan 13, 2020
Barron's
Wealth Management M&A Sets Record in 2019
The deal tally exceeded 2018’s by 12.2% and represented a 15.4% annual growth rate over the past five years, according to the report from the investment bank and consulting firm.
Press Releases
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.
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).