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LPL recruits $3 billion CG Advisor Network | Financial Planning

CG Advisor Network leaves Geneos Wealth and changes its primary custodian from Schwab's TD Ameritrade.

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Economic realities dampen pace of RIA acquisitions

The pace of RIA consolidation is showing a rare sign of slippage, which could mean 2023 is a year that doesn't set a new record for deals.

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United Capital veterans launch RIA aggregator with big goals

Three veterans of United Capital and Goldman are launching a new private-equity backed company whose business model is focused on acquisitions.

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Wealth Enhancement Group Scoops Up $1B California RIA Equius Partners

In its fourth deal of the year, Wealth Enhancement Group has added more than $1 billion in assets in Northern California.

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David DeVoe

David DeVoe is managing partner and founder of DeVoe & Co., a San Francisco-based financial services consulting firm specializing in business strategy, mergers and acquisitions, succession planning and valuations for RIAs.

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