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Articles tagged "ECHELON Partners"


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Matt Mathias: Every time there's a merger, clients are disrupted.
February 16, 2010 at 5:53 AM

Jessica Bibliowicz: We acted quickly in a difficult environment. We are now a stronger and more seasoned company.

Bibliowicz's turnaround plan for National Financial Partners includes rolling up RIAs

Publicly traded consolidator sees RIAs deals as a promising avenue of growth and stable earnings

February 11, 2010 at 6:47 AM

Bridgewater Wealth has long experience reining in athletes and their money

[UPDATED] Focus Financial breaks into the American sports world with its latest RIA deal

Bridgewater purchase gives New York roll-up specialized knowledge of managing sudden fortunes accumulated in sporting world

January 20, 2010 at 6:10 AM

Dan Seivert: History is filled with firms that have sold themselves at high valuations to large companies only to buy themselves back at a fraction of the price.

8 major points to understand about the M&A market at the start of 2010

Market conditions are yielding great opportunities for some savvy buyers and sellers

January 6, 2010 at 5:40 AM

Paul Lally: Banks see this possibly as the opportunity of a lifetime to get into the wealth management business.

Banks are hungry to buy RIAs again

The same pressures for growth and non-interest income have them shopping, albeit more cautiously

December 14, 2009 at 5:59 AM

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