News, Comment & Analysis results for DeVoe
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.
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
Price Pressures, Desire For Independence Fuels Need For Guidance
The North American wealth sector has its share of challenges, and also opportunities for ambitious
Beacon Pointe Advisors Acquires Another Wealth Manager
This marks Beacon Pointe Advisors seventh acquisition.
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,
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
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
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
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
RIA Blockbuster: Colony Merges With Buckingham
Our US correspondent dives into the details of a large M&A deal in the North American wealth