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November 22, 2022
Do six weeks of single-digit deals mean the RIA M&A market has turned a corner? Experts weigh in.
November 21, 2022
Do six weeks of single-digit deals mean the RIA M&A market has turned a corner? Experts weigh in.
October 20, 2022
As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.
October 15, 2022
New RIA aggregator on the block Transcend partners with Lincoln to build an industry-leading platform through acquisition.
October 13, 2022
Advisors looking for someone to take over their practice may find the secondโor thirdโtimeโs the charm.
October 4, 2022
Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.
September 25, 2022
Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to seal a deal and fuel inorganic growth.
September 23, 2022
Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to seal a deal and fuel inorganic growth.
August 30, 2022
Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
June 23, 2022
No matter how close Rupert has been to his four ex-wives, when trust involves dollars and cents he looks to his employees