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Page 9 - David Devoe News Today : Breaking News, Live Updates & Top Stories | Vimarsana

DeVoe Q3 Report: RIAs South of $500M AUM Nearly Half of 2022 Deals

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.

United statesDavid devoeDave bartonRaj bhattacharyyaBoenning scattergoodRobertson stephensBrian parkerMark tibergienScott slaterDevoe companyWealth partners capital groupRepublic capital group partner peter nesvoldIntegrity marketing groupDevoe coWealth enhancement groupSan francisco based

Transcend Partner Group Joins Lincoln Investment Planning to Buy RIAs

New RIA aggregator on the block Transcend partners with Lincoln to build an industry-leading platform through acquisition.

David devoeRuhlin roePaul stetzFrancine miltenbergerEd forstTranscend partner groupLincoln investment capital holdingsDevoe coCharles schwabLincoln investment planningScott risterMercer global advisors

When Succession Plans Fail, Keep Trying

Advisors looking for someone to take over their practice may find the second or third time’s the charm.

David devoeRaymond jamesMark schoenbeckAmit dograTammy breitenbachEric brotmanLynne wrightDevoe coWright wealth managementRaymond james advisoryBrotman financial

Mercer Advisors Buys $1B AUM Goldstein Munger + Associates

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

Robert mungerGoldstein mungerDavid devoeRichard goldsteinDavid bartonRm goldstein accountancy corporationDevoe companyMercer global advisorsSan ramonGoldstein accountancy corporationGoldsteinenright financial advisersMercer advisorsSan francisco bay areaDenver based mercer global advisorsDenver based mercerOak hill capital

Merrill Lynch

Merrill Lynch
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