Live Breaking News & Updates on Devoe company

Stay informed with the latest breaking news from Devoe company on our comprehensive webpage. Get up-to-the-minute updates on local events, politics, business, entertainment, and more. Our dedicated team of journalists delivers timely and reliable news, ensuring you're always in the know. Discover firsthand accounts, expert analysis, and exclusive interviews, all in one convenient destination. Don't miss a beat — visit our webpage for real-time breaking news in Devoe company and stay connected to the pulse of your community

RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Akron , Ohio , United-states , Virginia , Houston , Texas , Palm-coast , Florida , Oklahoma , Grand-junction , Colorado , Denver

Mercer Global Advisors Adds to Its M&A Teams

The new executives at Mercer Global Advisors will bolster the RIA’s inorganic growth strategies.

Greg-mayes , Stacy-orff , Jeff-dadamo , Jay-robinson , Andy-burgess , Fidelity-investments , Dimensional-fund-advisors , Schwab-advisor-services , Devoe-company , Piper-jaffray , Mercer-global-advisors , Newedge-advisors

DeVoe: Minority Deals on the Decline

Despite the proliferation of minority buyers in the RIA marketplace, the number of minority deals has declined over the last couple years.

David-devoe , Joe-duran , Karl-heckenberg , Devoe-company , Rise-growth-partners , United-capital , Emigrant-partners , Constellation-wealth-capital ,

RIA Edelman buys $1.5B firm to grow retirement plan unit

RIA Edelman buys $1.5B firm to grow retirement plan unit
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

California , United-states , Oklahoma-city , Oklahoma , Canada , Wellington , New-zealand-general- , New-zealand , Canadian , Van-staveren , Suzanne-van-staveren , Warburg-pincus

Edelman Financial Engines Acquires New England Pension Plan Systems

Edelman Financial Engines Acquires New England Pension Plan Systems
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

California , United-states , Rhode-island , America , David-devoe , Sergio-decurtis , Suzanne-van-staveren , Herrmann-cooke , Kupfer-associates , Baker-mckenzie , Devoe-company , Cerulli-associates-top

Creative Planning Scoops Delaware Firm Managing $535M AUM

The acquisition of Daniels + Tansey adds advisory, investment and tax expertise.

Kansas , United-states , Delaware , Chris-daniels , David-devoe , Devon-daniels , Ann-taylor-tansey , Peter-mallouk , Devoe-company , Goldman-sachs-advisor-services , Financial-services , Goldman-sachs-personal-financial-management

RIAs Are Getting Lots of Offers to Sell Minority Stakes, but Should They Take Them?

RIAs Are Getting Lots of Offers to Sell Minority Stakes, but Should They Take Them?
barrons.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from barrons.com Daily Mail and Mail on Sunday newspapers.

Devoe-company ,

RIAs Are Getting Lots of Offers to Sell Minority Stakes, but Should They Take Them?

RIAs Are Getting Lots of Offers to Sell Minority Stakes, but Should They Take Them?
biztoc.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from biztoc.com Daily Mail and Mail on Sunday newspapers.

Devoe-company ,

Unsure of next growth steps, Bridgeworth founder turned to Savant

Unsure of next growth steps, Bridgeworth founder turned to Savant
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Alabama , United-states , Illinois , Chicago , Pennsylvania , Brent-brodeski , Delynn-zell , Michael-kitces , David-devoe , First-financial-group-of-the , Xy-planning-network , Cynosure-group

Beacon Pointe Completes 1st Wirehouse Breakaway Acquisition

Beacon Pointe is looking to the wirehouses to bring over talent and assets at lower multiples.

Houston , Texas , United-states , Dallas , Preston-center , New-york , Julie-anderson , Julie-montgomery , Shannon-eusey , Sarah-stubbs , Russell-crow , William-diehl