Mercer Advisors Buys $1B AUM Goldstein Munger + Associates
Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.
Source: wealthmanagement.com
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DeVoe Summit Deal-Makers Offer Advice to Would-Be Sellers
Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to seal a deal and fuel inorganic growth.
Source: wealthmanagement.com
DeVoe Summit Dealmakers Offer Advice to Would-Be Sellers
Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to seal a deal and fuel inorganic growth.
Source: wealthmanagement.com
Top 10 RIA Deals in the First Half of 2022
Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
Source: thinkadvisor.com
Rupert Murdoch shrinks his circle of trust
No matter how close Rupert has been to his four ex-wives, when trust involves dollars and cents he looks to his employees
Source: afr.com