News, Comment & Analysis results for DeVoe
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
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
RIA Blockbuster: Colony Merges With Buckingham
Our US correspondent dives into the details of a large M&A deal in the North American wealth
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
California's EP Wealth Advisors Adds $1.2 Billion Firm
Both firms in the transaction are based in California.
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