Page 5 - David Devoe News Today

Alera Group Wealth Services grows AUM to $4.7B with first RIA acquisition, adds Pennsylvania office in bid to grow wealth services arm.

David DeVoe discusses the whys and hows of RIA growth-by-design at the RIA EDGE Conference.

Get the latest news about Raymond James, adviser and career moves, Raymond James Financial Services and Raymond James Advisors.

/PRNewswire/ -- Capital Group announced today that it has appointed three new members to its RIA Advisory Board, bringing membership to a total of 12...

Without engaged and motivated employees, the number of clients an RIA can serve will be drastically reduced, and the quality of service compromised.

CEO David DeVoe said his firm launched the GrowthBuilder platform in response to a disquietingly slow rate of growth for the average advisory firm.

Dynasty Financial Partners has filed for an initial public offering to support its strategy of helping wirehouse representatives break away.

Creative Planning announced the purchase of Reilly Financial Advisors, a California RIA with $2 billion in assets under management.

Years of record-breaking M&A activity among RIAs are expected to be followed by more of the same this year, DeVoe & Co. research shows.

Gina Cass-Gottlieb has vowed to step away from all private roles, including acting for Lachlan Murdoch in the trust that manages the family’s stake in Fox and News.