Devoe Company News Today

Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development,

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

The new executives at Mercer Global Advisors will bolster the RIA’s inorganic growth strategies.

Despite the proliferation of minority buyers in the RIA marketplace, the number of minority deals has declined over the last couple years.

The acquisition of Daniels + Tansey adds advisory, investment and tax expertise.

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Beacon Pointe is looking to the wirehouses to bring over talent and assets at lower multiples.

Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno.

Dealmaking in the RIA space picked up in the third quarter, a sign we're headed for a period of increased activity, according to DeVoe & Co.

By acquiring the Appleton business, Johnson Financial Group says it will expand its footprint in Northeast Wisconsin.