News

Our news page features independent media coverage of transactions involving our clients, along with perspectives on the RIA industry.

Matt Rozen 10/11/23 Matt Rozen 10/11/23

Is RIA M&A recession-proof?

In this CityWire RIA guest column on October 11, 2023, Advice Dynamics Partners chief executive David Selig outlines the factors that have kept RIA dealmaking hot amid a cooler overall M&A market.

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Matt Rozen 8/17/23 Matt Rozen 8/17/23

RIA M&A heats up in July: Fidelity

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Matt Rozen 7/17/23 Matt Rozen 7/17/23

Exclusive: Focus co-founders to net $323m from CD&R sale

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Eva Selig 2/8/23 Eva Selig 2/8/23

What Does PE Buyout Of Focus Financial Mean For RIAs?

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Eva Selig 1/11/23 Eva Selig 1/11/23

Lido Advisors acquires $2bn Colorado RIA

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