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Content tagged "David DeVoe"

DeVoe & Company

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	Title	Date Published
	Schwab 2013 RIA M&A data show hope but also futility David DeVoe and Mark Hurley weigh in on just exactly what is and isn't working	Friday 5.3.13
	What's up with Invesco offloading its $20-billion RIA/trust firm to a Canadian bank -- and at a bargain price? Post-Morgan Stanley deal, the institutionally-minded fund company is becoming a player in retail asset management -- making Atlantic Trust less of a core holding	Wednesday 4.17.13
	Enter the deal makers: RIA M&A firms are hiring furiously -- even without a deal boom Silver Lane, DeVoe & Co. and Gladstone are among the companies buying desks and seeking more resumes	Monday 3.25.13
	Aspiriant sets the stage for its next big buy -- and only RIAs with more than $1 billion in assets need apply Now that the $7-billion Los Angeles firm has digested Deloitte, its executive M&A team ponders its next move	Tuesday 3.5.13
	The RIA M&A market stumbled in 2012, but giants were not deterred, Schwab end-of-year data shows M&A activity still sickly slow by some reckonings, but harbingers of mating activity abound	Monday 1.28.13
	How three small firms backed with big-time M&A muscle brought in $450 million with strategic buys There are vivid back stories behind each Focus-owned firm's deal; taken together they could show the way forward for the aggregator model	Thursday 1.24.13
	Why it took Rudy Adolf seven years to win an elusive $1.5-billion RIA to cap a $14-billion-asset year The $60-billion-AUA firm has its mojo back as it brings on a woman-run firm with a 49-state presence	Thursday 1.10.13
	Schwab is creating an RIA MBA-equivalent to grease the skids of internal succession -- and internships to build an RIA worker-bee talent grab pile One area of weakness for RIAs is finding the resources, time and expertise to train people, and Schwab is addressing the need	Thursday 11.15.12
	First Republic pays a staggering sum for Luminous Capital, sources say, and shifts the breakaway and M&A games in the bargain Recruiters are getting renewed interest from big wirehouse teams and the $125 million deal shows that breakaway brokers can realize big enterprise value in short order	Thursday 11.8.12
	A $5.5 billion LA-based RIA is getting purchased by First Republic Bank Luminous Capital has gone from a 2008 Merrill Lynch breakaway to a big bank puzzle piece in 2012	Monday 11.5.12
	Ric Edelman is looking to add a $1-billion RIA elephant even as he unveils an online consumer strategy aimed at the chipmunks Already Barron's No. 1 with predominantly a mass-affluent game, the radio dynamo is ready to invest private equity to add a quick $1 billion of AUM	Monday 10.29.12
	The RIA M&A market continues to be a no-show, though 2012 pace is ahead of 2011 Only the roll-ups seem to have the focus, knowledge, capital and deadly intent to get results in this market	Tuesday 10.23.12
	Focus Financial gets its first beachhead in HighTower's backyard -- buying an exhibit-A organic-growth RIA with a hankering to go inorganic Vestor Capital was born in the 1980s as an accounting firm with a dream, and now Brian Baker wants more	Friday 10.12.12
	HighTower throws open its doors to non-partner firms who want service and/or brand The Chicago-based consolidator announces in Las Vegas that it is gambling that it can deliver a business model similar to Dynasty Financial Partners	Friday 9.14.12
	'Ocean's Eleven'-grade RIA sharpies set to play Vegas at MarketCounsel's 2012 Summit A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab	Friday 8.31.12
	Even as mired markets stalled Q2 merger deals, private-equity-fueled national acquirers revved up prices Only eight M&A deals were inked in the second quarter according to Schwab Advisor Services but what there was, was 'cherce'	Friday 7.27.12
	Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator	Thursday 5.31.12
	Summit Partners is reportedly shopping around its stake in Focus Financial Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this	Thursday 5.24.12
	Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms	Wednesday 4.25.12
	Roll-up-like deals back on the rise in first quarter as RIAs look for succession plans National acquisition firms accounted for more than half of deals, with HighTower the big buyer	Thursday 4.19.12
	Ric Edelman strikes a private-equity deal that subtracts $2 million in expenses -- now let the after-bidding begin Edelman Financial prepares to marry Lee Equity, but it's also open to a better offer	Tuesday 4.17.12
	Two accounting firms abandon merger talks leaving giant Schwab RIA surprised and crestfallen Wipfli and Eide Bailly suddenly quit the field leaving industry observers -- not to mention Hewins Financial -- wondering why	Wednesday 2.29.12
	Jon Foster partners with $40 billion institutional advisory firm in bid to create big RIA The former E*TRADE and Carson Wealth executive is leveraging the business of Angeles Investment Advisors and will recruit elite wirehouse brokers	Wednesday 2.8.12
	Why this time Dennis Miller is entrusting his $1.3 billion RIA to an advisor who sold his $2 billion RIA Miller/Russell formerly sold to a bank and so did its new CEO, Mark Feldman; GenSpring and Western Alliance were pretty good partners but it was still a pretty rough experience for the advisors	Tuesday 2.7.12
	Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company	Thursday 2.2.12
	RIA deals fizzle in the fourth quarter but big-paying banks are getting back into the game Schwab's latest numbers are a sobering reminder the M&A boom may remain elusive	Thursday 1.26.12
	LPL makes big advance into the RIA business with Fortigent acquisition The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors	Tuesday 1.3.12
	David DeVoe, Schwab's RIA M&A chief, leaves to start his own shop Nick Georgis is taking over the position as the former M&A czar launches ambitious venture	Monday 11.21.11
	M&A market reaching a new normal based on RIA-driven deals, say competing reports from Pershing, Schwab Schwab data contradicts the report on the surface but also shows fewer big, traditional deals	Wednesday 5.4.11
	Record year for RIA M&A after giant fourth quarter, Schwab study says Buyers and sellers both have stronger motivations	Wednesday 2.2.11
	Two big RIAs will merge to form an East Coast powerhouse Back Bay Financial and Modera Wealth Management straddle Boston and New Jersey with assets nearing $1 billion	Wednesday 12.1.10
	RIA M&A activity sizzles toward a record number of deals in 2010 Last year's pent-up demand got unleashed and conditions are improving, according to Schwab data	Wednesday 11.10.10
	Favorite succession plan of RIAs remains the same: none at all The biggest impediment to planning is finding a successor	Monday 6.7.10