News, Comment & Analysis results for DeVoe

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

M and A
April 24, 2024

Wealth Management M&A Volumes Seen Rising; Private Equity Dominates Deals

A regular report on how vigorous the merger and acquisitions market is for North America points to

M and A
April 3, 2024

California's EP Wealth Advisors Adds $1.2 Billion Firm

Both firms in the transaction are based in California.

M and A
March 21, 2024

RIA Mergers, Acquisitions Hold Up Despite Chill Winds; Optimistic Tone – Study

A report examines the forces shaping mergers and acquisition activity in the North American wealth

M and A
March 7, 2024

Modern Wealth Management Acquires $1.2 Billion Firm

While recent industry data suggests that there has been a slowdown in the pace of RIA activity

M and A
March 1, 2024

Wealth Advisors Expect Slower M&A, Future Leaders Face Affordability Challenge – Study

A variety of forces mean that the vigorous M&A activity that has been a feature of the North

Company Profiles
February 6, 2024

With RIA Sector In Ferment, Interactive Brokers Eyes Opportunities

The brokerage business talks to this news service about how it serves wealth advisors in the US and

M and A
January 25, 2024

Despite Dip In 2023, DeVoe Sees "Healthy" M&A Market Ahead

Our US correspondent reports on latest data showing the extent of M&A and consolidation in the

M and A
January 22, 2024

Deals Of The Day: The Latest In Wealth Management M&A – LibertyFi, Aptus, Others

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

M and A
January 8, 2024

Summary Of North American M&A For September, October, November and December 2023

A summary of M&A moves in the four months to the end of December last year. Familiar names such as

Comment & Analysis results for DeVoe