News, Comment & Analysis results for DeVoe
Beacon Pointe Buys Three Firms As Purchases Continue
The Newport Beach, California-based RIA has added about $1.35 billion in client assets through
RIA M&A Volume Dips, But Demand For Large Firms Still Strong
Among the details of this report is that serial acquirers dominate the buyer side, accounting for
Cerity Merges With Three US Wealth Houses, Totaling $2.07 Billion AuM
The US wealth management group has merged with a trio of firms across the country.
Wealth Management M&A Slows In Q3, Advisors Delay Sale Decisions
A measure of RIA deals in the third quarter of this year shows a decline, with market volatility
Acquisition Drive Elevates Sanctuary Wealth's Client Assets
The rise in assets comes amidst a wider industry trend of mergers and acquisitions.
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and
Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe Acquires Three RIAs
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
RIA M&A: What To Expect Next After Record-Breaking Year
Fresh data shows a notable rise in the pace of mergers and acquisitions in what is still in some
Private Market Revenue To Increasingly Power Global Asset Management – PwC
The report, which cuts across wealth as well as asset management, shows how important a revenue