UNLOCK THE POWER OF THE VAULT

RIAs merging at a record clip, more breakaways become RIAs

January 19, 2017

RIAs merging at a record clip, more breakaways become RIAs

Multiple forces are driving industry consolidation

January 18, 2017 @ 7:00 am | by Jeff Benjamin | InvestmentNews

Consolidation in the registered investment adviser space has become fast and furious, with no slowdown in sight, according to the latest research from Echelon Partners.

The 138 transactions last year set a new record for RIA M&A activity, representing a 10% increase over the 2015 record of 125 deals and a 16% compound annual growth rate since 2009, which saw just 48 deals completed.

“The many macro trends impacting the RIA industry is setting up for a perfect storm of M&A for the wealth management industry,” said Daniel Seivert, Echelon’s CEO.

Read Full Article Here

Print Friendly, PDF & Email
Go Back
Austin Gross
Blue Vault Broker Dealer Educational Summit
February 23, 2019

Blue Vault has been an important partner to Geneos in providing us and our advisors pertinent information about non-traded products and the industry as a whole. The annual BD Summit is a valuable due diligence experience for any broker dealer."