DeVoe Launches Program to Help RIAs Boost Organic Growth
CEO David DeVoe said his firm launched the GrowthBuilder platform in response to a disquietingly slow rate of growth for the average advisory firm.
Source: wealthmanagement.com
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Dynasty Financial IPO raises questions about future of platform
Dynasty Financial Partners has filed for an initial public offering to support its strategy of helping wirehouse representatives break away.
Source: investmentnews.com
Creative Planning acquires $2 billion California RIA
Creative Planning announced the purchase of Reilly Financial Advisors, a California RIA with $2 billion in assets under management.
Source: investmentnews.com
RIAs see M&A momentum gaining steam in '22
Years of record-breaking M&A activity among RIAs are expected to be followed by more of the same this year, DeVoe & Co. research shows.
Source: investmentnews.com
New ACCC chairwoman Gina Cass-Gottlieb is Murdoch family insider
Gina Cass-Gottlieb has vowed to step away from all private roles, including acting for Lachlan Murdoch in the trust that manages the family’s stake in Fox and News.
Source: afr.com