Devoe Co News Today

The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.

Buckingham is merging with Boston-based Colony Group to create a firm with more than $50 billion under management, making it one of the nations top 10 wealth-advisory firms.

Deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.

NEW YORK / April 11, 2024 – Cognito, the specialist financial communications agency, announces the appointment of leading wealth management PR specialist Michaela Morales as Account Director. Based in the company's New York office, she will be instrumental in driving the growth of Cognito’s offering to the wealth and asset management marketplace.  

The deal brings Sequoia's locations to 14 across eight states.

The market for RIA firms hasn't cooled so far this year, but acquisition prices aren't overheated, says Hightower CEO Bob Oros.

When it comes to mergers and acquisitions, registered investment advisory firms have been on a record-setting tear for the past decade. But last year, high…

Participants at the recent MarketCounsel Summit grappled with balancing the "professionalization" of the independent wealth management space

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/PRNewswire/ -- Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit. The...