Page 2 - Devoe Co News Today

A year into a new acquisition strategy, Carson has added up-market qualified plan capabilities and offices in the Pacific Northwest.

We posed a hypothetical practice management dilemma facing an advisory firm. Then we asked three experts to weigh in on the merits of the advice.

Part of the reason organic growth is so modest is that many advisors haven’t created a systematic business development program.

Advisor attrition is becoming increasingly common as next-gen talent consider their options—and they want ownership.

When it comes to referrals from clients, the answer is always no until you ask. But the majority of advisors don't want to ask.

On the first day of DeVoe & Co.’s Elevate conference this week, attendees were told its time to channel Kung Fu Panda and be more like Starbucks.

David DeVoe said that while the RIA industry has seen record M&A activity organic growth has been declining.

The sale of a 20% private ownership stake in CI Private Wealth accomplishes the same goals as the planned IPO.

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

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.