 The way companies decide to utilize [robo advisers] into their broader technology platform will be critical to their future success."Dan Seivert, Chief Executive, Echelon Partners |
The new play for RIA dealmakers: Follow the fintech money
Charles Paikert | Finacial Planning, June 2016
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Summary: The latest indication of fintech's widespread impact is the launch of a new investment banking platform by Echelon Partners, a well-known RIA M&A firm, focusing on what it calls the "wealth technology" sector.
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