United Capital veterans launch RIA aggregator with big goals
Three veterans of United Capital and Goldman are launching a new private-equity backed company whose business model is focused on acquisitions.
Source: investmentnews.com
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Wealth Enhancement Group Scoops Up $1B California RIA Equius Partners
In its fourth deal of the year, Wealth Enhancement Group has added more than $1 billion in assets in Northern California.
Source: wealthmanagement.com
David DeVoe
David DeVoe is managing partner and founder of DeVoe & Co., a San Francisco-based financial services consulting firm specializing in business strategy, mergers and acquisitions, succession planning and valuations for RIAs.
Source: financial-planning.com
The banking crisis is an opportunity for registered investment advisors (RIAs)
Turmoil is a time for independent advisors to show why they're worth it.
Source: financial-planning.com
Creative Planning Acquires $1B Telarray Advisors
Focused on larger deals, Creative Planning moves into Tennessee with first acquisition in six months.
Source: wealthmanagement.com