Elevate: Growing RIAs Provide Experiences, Not Products
On the first day of DeVoe & Co.’s Elevate conference this week, attendees were told its time to channel Kung Fu Panda and be more like Starbucks.
Source: wealthmanagement.com
Page 4 - Devoe Co News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Devoe Co Today - Breaking & Trending Today
Organic growth in the RIA space is fading away
David DeVoe said that while the RIA industry has seen record M&A activity organic growth has been declining.
Source: investmentnews.com
CI equity sale seen endorsement of higher wealth management valuations
The sale of a 20% private ownership stake in CI Private Wealth accomplishes the same goals as the planned IPO.
Source: investmentnews.com
LPL recruits $3 billion CG Advisor Network | Financial Planning
CG Advisor Network leaves Geneos Wealth and changes its primary custodian from Schwab's TD Ameritrade.
Source: financial-planning.com
Economic realities dampen pace of RIA acquisitions
The pace of RIA consolidation is showing a rare sign of slippage, which could mean 2023 is a year that doesn't set a new record for deals.
Source: investmentnews.com