Retirement Advisory M&A Persists Amid Overall Deal Decline
DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement...
Tag: DeVoe
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3
The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.
Goldman Looks to Shed RIA Arm, Will Continue Third-Party Custody Push
While the firm is looking to divest the results of its 2019 acquisition of United Capital, it will continue to...
DeVoe Predicts First Down Year for RIA M&A in Almost a Decade
High interest rates, inflation and uncertainty are depressing RIA dealmaking.
Advisory M&A
Savant Wealth adds retirement services with Capital Directions deal; PE firms CD&R and Stone Point acquire Focus Financial in deal...