LPL Opens Up Acquisition Model to External Advisors
LPL is aiming to ease the economic burden of internal succession for all advisors, while capturing a greater share of the market at the same time.
Source: wealthmanagement.com
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RIA M&A Sees 'Notable Uptick' After 9 Months of Declining Activity
Dealmaking in the RIA space picked up in the third quarter, a sign we're headed for a period of increased activity, according to DeVoe & Co.
Source: wealthmanagement.com
Choreo CEO Larry Miles to Deliver Keynote at DeVoe M&A Succession Summit
/PRNewswire/ -- Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit. The...
Source: prnewswire.com
DeVoe Q3 Report: RIAs South of $500M AUM Nearly Half of 2022 Deals
As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.
Source: wealthmanagement.com
Strategic Planning for 2023: Think 'What' Not 'Why'
The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?”
Source: wealthmanagement.com