News, Comment & Analysis results for DeVoe

M and A
April 30, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Modern Wealth, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
February 3, 2025

How – And Why – MFOs Are Cashing In On The M&A Boom

Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition

Strategy
February 3, 2025

Price Pressures, Desire For Independence Fuels Need For Guidance

The North American wealth sector has its share of challenges, and also opportunities for ambitious

M and A
December 19, 2024

Beacon Pointe Advisors Acquires Another Wealth Manager

This marks Beacon Pointe Advisors seventh acquisition.

M and A
October 25, 2024

RIA Merger And Acquisitions Momentum Endures; Deal Sizes Rise – DeVoe

At a time when certain wealth management deals are counted in tens of billions of dollars in AuM,

Strategy
October 23, 2024

Now A $100 Billion MFO, What’s Next For Pathstone?

Our US correspondent gets into the details of the multi-family office's strategy in the wake of an

M and A
September 5, 2024

Mesirow Acquires Florida RIA, Expands Southeast Presence

The transaction is part of the US firm's intention to expand its presence in the Southeast of the

M and A
August 8, 2024

US RIA Mergers, Acquisitions Volume Holds Steady, Tailwinds Endure

The forces at work driving consolidation in the RIA industry appear to hold steady, as does the

M and A
July 16, 2024

Mid-year RIA M&A Market Report: Winners, Losers And Trends

After the half-way point of 2024, our US correspondent looks at the M&A arena to see who has

M and A
May 7, 2024

RIA Blockbuster: Colony Merges With Buckingham

Our US correspondent dives into the details of a large M&A deal in the North American wealth

Comment & Analysis results for DeVoe