News, Comment & Analysis results for DeVoe

M and A
October 5, 2022

Mercer, Merit And Savant Keep M&A Party Going

This news service hears from wealth industry figures on why the busy period of mergers and

M and A
October 5, 2022

Mercer Global Advisors Targets California

Mercer Global Advisors enhances its California presence after acquisition.

M and A
September 22, 2022

Clashing Visions: Optimism, Recession Fears Impacting RIA M&A Market

FWR attended DeVoe & Co's recent annual conference in Chicago to hear about trends around mergers

WM Market Reports
September 8, 2022

What’s Next For The RIA Workplace

A new report from DeVoe & Co examines how issues such as remote work, compensation incentives and

People Moves
April 15, 2022

Who's Moving Where In Wealth Management? – Capital Group, S&P Global

The latest senior wealth management moves and appointments in North America.

M and A
January 5, 2022

Are RIAs Addicted To M&A?

Are mergers and acquisitions a wise strategy for RIAs, private equity firms and other players in

M and A
January 4, 2022

Focus Wraps Up Record Partnership, M&A Year

Focus said that it has amassed a total of 14 new partners and signed 24 mergers during 2021.

M and A
December 15, 2021

RIA Dealmaking Heading For New Highs

Hightower has inked yet another wealth management deal. Wealth management M&A has accelerated

M and A
December 14, 2021

Wescott Agrees To Buy Wealth Manager APS

The deal will, when completed, take total assets under management to $3.5 billion. The transaction

M and A
December 6, 2021

Latest Deal Takes CI Financial's US Wealth Assets Over $100 Billion

CI Financial's run of deals in the US market has been a dominant M&A theme in the North American

Comment & Analysis results for DeVoe