News, Comment & Analysis results for DeVoe

Strategy
October 17, 2025

Why Hightower Had To Change Course

After a busy period of acquisitions, Hightower – like some of its peers – is pushing to

People Moves
September 16, 2025

Summary Of Moves In North American Wealth Management – July 2025

A summary of moves and appointments in the North American wealth management sector.

Strategy
September 9, 2025

Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?

Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW

M and A
September 3, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors, Eagle, West Oak

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

WM Market Reports
September 2, 2025

RIA Sector Sliding Toward "Mediocrity," Report Warns

The findings of the report chime with concerns mentioned to FWR that the RIA sector has an advisor

M and A
August 22, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Sequoia Financial Group, MWG

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

M and A
August 20, 2025

The Hot Trends Behind Cresset’s Big OCIO Deal

Our US correspondent takes a look at Cresset's merger with a non-discretionary consultancy, aka

M and A
July 17, 2025

Never Mind Market Dramas: RIA Mergers, Acquisitions Sizzle In Q2

Among the details of the quarterly report, ECHELON Partners noted that private equity-sponsored

People Moves
July 2, 2025

Who's Moving Where In Wealth Management? – Osaic, True North Advisory Group, DeVoe

The latest senior moves, appointments and personnel changes in North American wealth management.

M and A
June 11, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Lido Advisors

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

Comment & Analysis results for DeVoe