News, Comment & Analysis results for DeVoe

M and A
December 2, 2021

CI Financial's Buying Spree Continues

The Canada-based financial group's buying activity in the US wealth management space - focusing on

M and A
December 2, 2021

Mariner Chalks Up 10th Wealth Acquisition For 2021

The US firm announced its latest acquisition, highlighting why 2021 has been such a strong year for

M and A
December 1, 2021

Hightower Adds To US Wealth Footprint With Another Deal

The firm has been busy on a number of fronts: making acquisitions and building its nationwide

People Moves
November 22, 2021

Summary Of North American Wealth Management Executive Moves - September 2021

The latest senior moves and appointments across the region's wealth management sector.

M and A
November 3, 2021

Mercer Snaps Up Atlanta Wealth Business

The national RIA continues its acquiring strategy adding a wealth business in affluent Atlanta to

M and A
October 18, 2021

Behind the M&A Numbers: What Makes Deals Work

Recent years have seen a record-breaking amount of M&A activity in wealth management, as regularly

M and A
September 29, 2021

Cresset, Berman Agree Merger, To Build $20 Billion AuM Player

The emergence of top-tier wealth management houses in North America continues apace. The latest

M and A
September 28, 2021

Mercer Inks Another M&A Deal Amidst Busy Industry Trend

Another day, another M&A deal in wealth management. And fresh data shows just how vigorous the

M and A
September 14, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial

Since entering the US RIA sector in January 2020, CI Financial has been on a buying spree.

People Moves
September 10, 2021

Who's Moving Where In Wealth Management? - Truist Wealth, DeVoe & Co

The latest senior moves in the North American wealth management industry.

Comment & Analysis results for DeVoe