Page 4 - Devoe Company News Today

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

The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?”

/PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Goldstein...

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

$1 billion AUM acquisition establishes presence on the East Coast, marks significant milestone in EP’s national expansion.

Forty percent of all RIAs are expected to retire by 2029 and roughly one in four do not have a retirement plan.

The growing wealth management offshoot of what was once John D. Rockefeller's family office plans to add more than 100 more advisory practices.

The first six months of 2022 saw a decline in RIA M&A deals compared to the previous two quarters, yet represented the second most active six months on record.

Wealth Enhancement Group acquires Kings Point Capital Management, a New York and Tennessee-based independent RIA with $1.7 billion in client assets

/PRNewswire/ -- Wealth Enhancement Group, an independent wealth management firm, today announced the acquisition of Kings Point Capital Management, LLC,...