Aspiriant Merges with HearthStone Private Wealth Management
/PRNewswire/ -- Aspiriant, a leading independent wealth management firm in the U.S., and HearthStone Private Wealth Management ("HearthStone"), a San Diego...
Source: prnewswire.com
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Top News In Devoe Company Today - Breaking & Trending Today
What's Behind Private Ocean's Sale to Wealthspire?
Private Ocean's sale to Wealthspire represents a broader industry trend of larger RIAs giving up ownership and control.
Source: wealthmanagement.com
DeVoe: RIA Valuations Are at Historic - But Appropriate - Highs
“If you can acquire a firm and increase the profitability and make them grow faster, you can pay more," said David DeVoe.
Source: wealthmanagement.com
RIA Buyers Move Upstream as M&A Continues to Shatter Records
Over half of RIA deals done in the third quarter involved selling firms with $1 billion or more in assets, according to DeVoe & Company.
Source: wealthmanagement.com
Captrust Acquires $2.6B Texas RIA Covenant Family Offices
The Covenant deal, Captrust’s seventh so far this year, continues its strategy of combining retirement plan services with wealth planning.
Source: wealthmanagement.com