4 . 18 . 24 | CityWire RIA
Dating with intention: What to do when M&A talks move quickly

4 . 18 . 24 | RIA Intel
Three Pivotal Trends Impacting Growth

3 . 4 . 24 | Investment News
RIA M&A bounces back to start 2024: Report

3 . 4 . 24 | RIAIntel
The Dealmaking Outlook

3 . 1 . 24 | FinancialAdvisor Magazine
NextGen Advisors Getting Shut Out Of Ownership, DeVoe Says

2 . 29 . 24 | CityWire RIA
DeVoe: 'The looming succession crisis ... may very well be upon us'

2 . 29 . 24 | ALM Think Advisor
The Trends Driving 2024 RIA Dealmaking, in 5 Charts

2. 29 . 24 | Barron’s
Advisor M&A Should Rebound. Thank the Looming ‘Succession Crisis.’

2. 20 . 24 | Barron’s
RIA Deal Activity Remains Strong Despite Dip in 2023

1 . 30 . 24 | Financial Planning
Why last year's M&A drop-off may already be over

1 . 29 . 24 | FinancialAdvisor Magazine
Wealth Enhancement Led RIA Dealmakers In 2023, DeVoe Says

1 . 26 . 24 | Investment News
Drop in RIA M&A in 2023 likely to be blip in upward trend

1 . 25 . 24 | Barron’s
Annual RIA M&A Activity Declines for First Time in a Decade, DeVoe Says

1 . 25 . 24 | WealthManagement.com
DeVoe: Minority Deals on the Decline

1 . 25 . 24 | CityWire RIA
2023 saw first decline in M&A activity for RIAs in more than a decade

1 . 25 . 24 | Family Wealth Report
Despite Dip In 2023, DeVoe Sees "Healthy" M&A Market Ahead

1 . 25 . 24 | ALM Think Advisor
Advisor M&A Fell in 2023: Why DeVoe Says It's No Big Deal

1 . 20 . 24 | Barron’s
RIA Deal Activity Remains Strong Despite Dip in 2023

1 . 5 . 24 | AdvisorHub
M&A Roundup: Private Equity-Backed Buyers Show Appetite for 2024

1 . 3 . 24 | Barron’s
New Year Kicks Off With a Flurry of Advisor M&A

1 . 1 . 24 | Wealth Management
Has the RIA Succession Planning Crisis Begun?

12 . 18 . 23 | Advisor Hub
Stuck in the Middle: Buyers Turn Away from Mid-Sized RIAs

12 . 18 . 23 | Family Wealth Report
Three Top 2024 Trends To Watch

12 . 14 . 23 | Financial Planning
Edelman snaps up $1.5B firm, one of its largest recent deals

12 . 14 . 23 | CityWire RIA
Edelman Financial Engines buys $1.5bn New England retirement shop

12 . 8 . 23 | Financial Planning
7 ways independent wealth management firms are consolidating

11 . 28 . 23 | WealthManagement.com
Creative Planning Adds Delaware Firm

11 . 28 . 23 | FinancialAdvisor Magazine
Creative Planning Buys Delaware RIA with $600MM

11 .28 . 23 | CityWire RIA
Creative Planning scoops up $565m Delaware RIA

11 . 20 . 23 | Barron’s Advisor
RIAs Are Getting Lots of Offers to Sell Minority Stakes, but Should They Take Them?

11 . 17 . 23 | FinancialPlanning
How a podcast interview drove Bridgeworth’s deal with Savant

11 . 16 . 23 | Barron’s Advisor
Savant Wealth Scoops Up $2.2 Billion Alabama Advisory Firm

11 . 15 . 23 | Journal of Financial Planning
The Succession Dance: Equity and Management Transitions

11 . 2 . 23 | Wealth Solutions Report
Culture Is King: The Crucial Role Culture Plays In RIA Recruitment And M&A

10 . 31 . 23 | etf.com
Financial Planners' M&A Drops as Rates, Uncertainty Jump

10 . 30 . 23 | Nerd’s Eye View - Michael Kitces
The 10 Best Financial Advisor Conferences To Attend In 2024

10 . 25 . 23 | FinancialAdvisor Magazine
Advisor M&A Activity Headed for First Down Year In Nearly a Decade, DeVoe Says

10 . 25 . 23 | Barron’s
DeVoe Forecasts First Annual Decline in Advisor M&A

10 . 25 . 23 | planadviser
Retirement Advisory Persists Amid Overall M&A Deal Decline

10 . 25 . 23 | CityWire RIA
DeVoe: M&A activity falls year-over-year, 2023 likely to be a down year

10 . 24 . 23 | AdvisorHub
Stuck in the Middle: Buyers Turn Away from Mid-Sized RIAs in Q3

10 . 3 . 23 | CityWire RIA
Creative Planning buys $1bn shop in first RIA buy post-Goldman PFM deal

10 . 3 . 23 | InvestmentNews
Creative Planning picks up $1 billion Pennsylvania RIA

10 . 2 . 2023 | CityWire RIA
How Peter Mallouk, the man of the moment, rose to the top

9 . 25 . 23 | Wealth Solutions Report
WSR Names M&A 5: Top Wealth Management M&A Investment Bankers

9 . 21 . 23 | CityWire RIA
Panel: The mega-RIA may be coming to a small town near you

9 . 20. 23 | CityWire RIA
Panel: The RIA industry is headed into a way for talent

9 . 20 . 23 | planadviser
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3

9 . 20 23 | Investing.com
Registered investment advisor deal activity rebounds after stagnant year

9 . 19 . 23 | CityWire RIA
DeVoe: RIA M&A activity speeding up, but 2023 still likely to be a down year

9 . 19 . 23 | Wealthmanagement.com
PE Firm Carlyle Takes Minority Investment in Captrust

9 . 19 . 23 | Barron’s
RIA Deal Activity Shows Signs of a Rebound: DeVoe

8 . 29 . 23 | Family Wealth Report
Goldman’s RIA Sale: Can Mallouk Succeed Where Solomon Failed?

8 . 22 . 23 | AdvisorHub
Creative Planning, Stifel, Others Circle Goldman’s Personal Financial Management Unit: Sources

8 . 21 . 23 | Barron’s Advisor
Goldman Mulls Sale of Former United Capital. What’s Next for the Wealth Unit?

7 . 31. 23 | Wealth Solutions Report
Guide to Industry Conferences: M&A

7 . 31 . 23 | WealthManagement.com
RIA M&A Trends Down, But Far From Out

7 . 25 . 23 | CityWire RIA
RIA M&A sinks (relatively speaking): DeVoe

7 . 24 . 23 | FinancialAdvisor Magazine
RIA Industry Faces First M&A Decline in Nearly a Decade, DeVoe Says

7 . 24 . 23 | WealthManagement.com
DeVoe: 2023 Could Be First Year for RIA M&A in Nearly a Decade

7 . 24 . 23 | Family Wealth Report
Registered Investment Advisor M&A Cools, Suggests 2023 Will See Contraction

7 . 24 . 23 | RIAIntel
RIA M&A Continues Its Decline

7 . 24 . 23 | FinancialAdvisor IQ
Fading Optimism for Another ‘Blockbuster’ RIA M&A Year in 2023

7 . 24 . 23 | planadviser
DeVoe Predicts First Down Year for RIA M&A in Almost a Decade

7 . 17 . 23 | Barron’s
An RIA Megamerger Is Coming

6 . 30 . 23 | NAPA Net Magazine
M&A’s Next Phase

6 . 22 . 23 | WealthManagement.com
Carson Group Buys $5B Northwest Capital Management in Biggest Deal Yet

6 . 6 . 23 | AdvisorHub
Hightower Buys $1 Billion-Asset RIA Boston Hill, Mercer Adds Another PE Backer

5 . 16 . 23 | WealthManagement.com
Advisor Attrition Becoming Fate Worse than Death

5 . 15 . 23 | CityWire RIA
David DeVoe: ‘We can’t ignore the fact that M&A is down’

5 . 15 . 23 | WealthManagement.com
RIAs Are Dropping the Ball on Marketing and Referrals

5 . 11 . 23 | InvestmentNews
Organic growth in the RIA space is fading away

5 . 11 . 23 | InvestmentNews
CI equity sale seen as endorsement of higher wealth management valuations

5 . 11 . 23 | WealthManagement.com
Elevate: Growing RIAs Provide Experiences, Not Products

5 . 11 . 23 | InvestmentNews
RIAs need to get past their fear of asking for referrals

5. 10 . 23 | Wealth Solutions Report
Talent and Growth Are Inseparable for RIAs

5 . 10 . 23 | FinancialAdvisor Magazine
Firm Growth Should Come from Multiple Sources, Panelists Say

5 . 4 . 23 | FinancialAdvisor Magazine
How Much Are Rates and the Stock Market Hurting the Value of Your Firm

5 . 4 . 23 | FinancialAdvisor Magazine
Cerity Partners Acquires Jurika, Mills & Keifer

4 . 24 . 23 | Family Wealth Report
RIA Mergers and Acquisitions Dip in Q1, Halycon Era of Overbidding Cooling Off

4 . 24 . 23 | Wealth Solutions Report
RIA M&A Declining, But Future is Bright

4 . 24 . 23 | ThinkAdvisor
Has RIA Dealmaking Plateaued?

4 . 24 . 23 | CityWire RIA
RIA M&A resilient, but not invincible, DeVoe report finds

4 . 24 . 23 | FinancialAdvisor Magazine
RIA M&A Activity Starts Year with ‘Whimper,’ DeVoe Says

4 . 18 . 23 | Financial Planning
LPL’s latest mega-influx nets $3 billion hybrid RIA

4 . 12 . 23 | InvestmentNews
Economic realities dampen pace of RIA acquisitions

4 . 11 . 23 | Financial Planning
EP Wealth buys billion-dollar firm in second deal of the year

4 . 5 . 23 | InvestmentNews
United Capital veterans launch RIA aggregator with big goals

3 . 31 . 23 | FinancialAdvisor Magazine
Wealth Enhancement Group Acquirers Equius Partners

3 . 29 . 23 | CityWire RIA
WEG buys $1bn Bay Area RIA

3 . 27 . 23 | Family Wealth Report
How is RIA Merger, Acquisition Market Reacting to Rising Rates?

3 . 24 . 23 | FinancialPlanning
Voices: The banking crisis is an opportunity for RIAs
by David DeVoe

3 . 20 . 23 | AdvisorHub
DeVoe Sees Return of M&A Activity Around the Corner

3 . 20 . 23 | Wealth Solutions Report
David DeVoe Reveals the Top Wealth Management M&A Trends of 2023

3 . 13 . 23 | ThinkAdvisor
9 Reasons RIAs Should Seek Organic Growth Now: DeVoe

3 . 7 . 23 | WealthManagement.com
Creative Planning Acquires $1B Telarray Advisors

3 . 3 . 23 | FinancialPlanning
Focus go-private deal praised amid industry’s M&A slowdown

2 . 28 . 23 | CityWire RIA
RIA deal dropoff deepens: DeVoe report

2 . 28 . 23 | InvestmentNews
Slowdown in M&A threatens decade-long streak of increasing RIA consolidation

2 . 27 . 23 | ThinkAdvisor
PE Firm to Buy Focus Financial at $7B Valuation

2 . 27 . 23 | planadviser
DeVoe: RIA M&A Activity Slows in Q1

2 . 16 . 23 | InvestmentNews
Sequoia Financial acquires Zeke Capital Advisors in $5 billion deal

2 . 15 . 23 | Journal of Financial Planning
Navigating the Emotional Journey When Selling Your RIA

2 . 15 . 23 | InvestmentNews
Waiting too long can make your worst fears a reality

2 . 9 . 23 | ThinkAdvisor
Build, Buy or Partner: What’s the Best Way for Advisors to Scale?

2 . 7 . 23 | FinancialAdvisor Magazine
Market Conditions Are Pushing RIAs To M&As, Firm Execs Say

2 . 6 . 23 | Wealth Solutions Report
Could the JP Morgan Lawsuit Happen in our Industry?

2 . 2 . 23 | FinancialAdvior Magazine
Emotional Attachments Can Derail RIA M&A Deals, DeVoe Says

2 . 2 . 23 | FinancialPlanning
Focus in exclusive talks to go private in deal worth $4.1 billion

2 . 2 . 23 | WealthManagement.com
Focus Financial Negotiating $4.1B Sale to PE Firm CD&R

2 . 2 . 23 | FinancialAdvisor Magazine
Emigrant Partners Provides Minority Funding For SteelPeak Wealth

2 . 2 . 23 | InvestmentNews
Focus Financial weighs $4.1 billion sale to private equity firm

2 . 1 . 23 | CityWire RIA
Emigrant stakes $2.1bn Los Angeles RIA

2 . 1 . 23 | Wealth Solutions Report
The Heart Of The Deal: DeVoe And Allworth Survey Emotions Of RIA Sellers

1 . 31 . 23 | FinancialAdvisor Magazine
Loss Of Control Is Biggest Barrier To Firm Sales, DeVoe & Co. Says

1 . 30 . 23 | Wealth Solutions Report
Did RIA M&A Just Peak?

1 . 25 . 23 | PlanAdviser
RIA Merger Market Hits 9th Year of Record Activity

1 . 25 . 23 | FinancialAdvisor Magazine
DeVoe Saw The Brakes Slam On RIA Mergers At The End Of 2022

1 . 23 . 23 | PlanAdviser
Experts: Good RIA Succession Plans Separate Owners from Managers

1 . 20 . 23 | FinancialAdvisor Magazine
Tim Kochis Says Internal Succession Is Best Strategy For Advisors

1 . 3 . 23 | Barron’s
Armed with a Big War Chest, Steward Partners Aims for Major Expansion

12 . 23 . 22 | Financial Planning
4 deals by Emigrant, Prime Capital, Bluespring and LPL put $9B in motion

12 . 22 . 22 | Barron’s
Prime Capital Buys $1.75 Billion Florida RIA

12 . 21 . 22 | RIAIntel
Is the RIA M&A Feeding Frenzy Over?

12 . 19 . 22 | ThinkAdvisor
Dynasty Scraps IPO as Schwab, Private Equity Firm Take Stakes

12 . 15 . 22 | Barron’s
Advisors Expect RIA Deal Volum, Valuations to Cool in 2023: DeVoe Survey

12 . 15 . 22 | InvestmentNews
A rare gloomy outlook on the future of RIA M&A

12 . 15 . 22 | CityWire RIA
Most RIA leaders see valuations dropping in 2023: DeVoe report

12 . 15 . 22 | FamilyWealthReport
Why Mercer Advisors Is the Leading RIA Acquirer

12 . 15 . 22 | FinancialAdvisor Magazine
Lower Valuations and Slower M&A Activity Expected in 2023, DeVoe & Company Says

12 . 15 . 22 | ThinkAdvisor
6 Actions RIA Firms Should Take in 2023: DeVoe

12 . 9 . 22 | InvestmentNews
Sluggish Q4 aside, RIA M&A on track for another record year

12 . 8 . 22 | FinancialAdvisor Magazine
RIA Industry M&A Activity Ticks Up After Sharp Decline, DeVoe Says

12 . 5. 22 | FinancialAdvisor IQ
Selling Your Firm? Here’s What M&A Suitors Want

11 . 30 . 22 | WealthManagement.com
Wealthspire to Acquire Sage Financial Advisors

11 . 30 . 22 | Private Banker International
Wealthspire Advisors snaps up Sage Financial Advisors in Nevada

11 . 29 . 22 | CityWire RIA
Deal Roundup: Wealthspire goes west

11 . 22 . 22 | FamilyWealthReport
M&A Decline: New Trough or Brief Bump

11 . 21 . 22 | WealthManagement.com
M&A Trend Lines Take Dive in Q4

11 . 21 . 22 | FinancialAdvisor IQ
RIA Space Seeing Plummeting M&A Activity in Q4, DeVoe Report Says

11 . 18 . 22 | InvestmentNews
As financial markets dampen RIA valuations, buyers get creative with deal structures

11 . 18 . 22 | Wealth Solutions Report
DeVoe M&A Alert: The Wheels Fell Off The M&A Train

11 . 17 . 22 | Barron’s
Wealth Management M&A Was on Fire. Not Anymore, DeVoe Says.

11 . 17 . 22 | FinancialAdvisor Magazine
M&A Activity In RIA Industry Nosedives In October

11 . 17 . 22 | CityWire RIA
RIA dealmaking drops off in Q4: DeVoe

11 . 16 . 22 | InvestmentNews
Morgan Stanley rep goes RIA with $5 billion book of business

10 . 21 . 22 | InvestmentNews
M&A activity continues to weather perfect storm of negative factors

10 . 21 . 22 | WealthManagement.com
RIA Deal-Makers Face an Ebbing Tide

10 . 20 . 22 | Barron’s
The Stock Market May be Down, but RIA Deal Volume is Holding Up

10 . 20 . 22 | FamilyWealthReport
Is RIA M&A Defying the Law of Gravity?

10 . 20 . 22 | WealthManagement.com
DeVoe: RIA M&A Still Robust, but Deals Getting Smaller

10 . 20 . 22 | CityWire RIA
68 RIA deals in Q3 despite headwinds: DeVoe study

10 . 20 . 22 | Wealth Solutions Report
DeVoe Report: RIA Deals Maintain Steady Pace in Q3 as
Momentum Slows

10 . 18 . 22 | CityWire RIA
Veterans of CI-purchased and Hightower-backed RIAs launch their own aggregator

10 . 17 . 22 | Kitces.com Nerd’s Eye View
The 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) in 2023

10 . 14 . 22 | WealthManagement.com
Backed by Lincoln Investment, Two Longtime RIA Execs Seek to Acquire Fee-Only Firms

10 . 10 . 22 | FinancialAdvisor IQ
Van Gogh’s Advice for Finding, Developing and Retaining Talent (Carolyn Armitage at DeVoe M&A+ Summit)

10 . 5. 22 | FamilyWealthReport
Mercer, Merit and Savant Keep M&A Party Going

10 . 4 . 22 | CityWire RIA
Mercer acquires $bn California RIA

9 . 30 . 22 | WealthManagement.com
It’s More about Market Domination, Not Diversification, in the Shifting RIA Space (Mark Tibergien at DeVoe M&A+ Summit)

9. 30 . 22 | FinancialAdvisor IQ
RIA Business Experiencing a ‘Domino Effect’ of M&A Activity, Expert Says (at DeVoe M&A+ Summit))

9 . 26 . 22 | FinancialAdvisor IQ
As Your Practice Grows, Leave Egos at the Door, Execs Advise (at DeVoe M&A+ Summit)

9 . 23 . 22 | WealthManagement.com
DeVoe Summit Deal-Makers Offer Advice to Would-Be Sellers (at DeVoe M&A+ Summit)

9 . 22 . 22 | FamilyWealthReport
Clashing Visions: Optimism, Recession Fears Impacting RIA M&A Market (Coverage from DeVoe M&A+ Summit)

9 . 22 . 22 | CityWire RIA
’It’s harder to get deals done’: Top buyers open up at DeVoe conference (from DeVoe M&A+ Summit)

9 . 19 . 22 | Barron’s
Job 1 for RIAs: Finding New Recruits

9 . 12 . 22 | CityWire RIA
Is PE corroding the RIA industry? DeVoe and Hamburger debate

9 . 8 . 22 | InvestmentNews
Smaller RIAs weathered the pandemic better than larger firms, DeVoe reports

9 . 8 . 22 | FamilyWealthReport
What’s Next for the RIA Workplace

9 . 8 . 22 | ThinkAdvisor
How RIA Culture is Shifting, in 7 Charts

9 . 8 . 22 | FinancialAdvisor Magazine
Covid Underscores Lack of Succession Planning in RIA Industry, Survey Says

9 . 7 . 22 | Barron’s
Intelligence Report: How to Succeed in Succession Planning

8 . 30 . 22 | ThinkAdvisor
Top 10 RIA Deals in the First Half of 2022

8 . 12. 22 | RIABiz
RIA valuations ticking down?

8 . 10 . 22 | Barron’s
How Smaller RIAs Can Compete in Today’s Cutthroat M&A Game

8 . 8. 22 | Barron’s
What’s Really Behind Supercharged RIA Deal Flow?

8 . 1 . 22 | Wealth Management Magazine - 2022 MidYear Outlook
RIA Growth and the Wizard of Oz
by David DeVoe

7 . 25 . 22 | Wealth Solutions Report
DeVoe Report: M&A Reaches New Heights Despite Headwinds

7 . 21 . 22 | InvestmentNews
Acquired RIAs are becoming the new acquirers

7 . 21 . 22 | InvestmentNews
MAI Capital bulks up sports and entertainment planning with West Coast deal

7 . 21 . 22 | WealthManagement.com
DeVoe: RIAs Reach ‘New Normal’ of Heightened M&A Activity

7 . 21 . 22 | CityWire RIA
M&A volume also set a record for Q2

6 . 14 . 22 | ThinkAdvisor
DeVoe: Why Growth Is So Important for RIA Firms

6 . 8 . 22 | WealthManagement.com
Alera Group Wealth Services Nearly Quadruples AUM with Acquisition of $3.5B Wharton Business Group

6 . 8 . 22 | InvestmentNews
In its first buy, Alera Group nearly quadruples its assets to $4.7 billion

6 . 8 . 22 | CityWire RIA
Alera Group acquires $3.4bn RIA to kick off ‘aggressive growth’ plan

6 . 2 . 22 | WealthManagement.com
DeVoe: ‘We’re the White Hats’

6 . 2 . 22 | CityWire RIA
Wealth Enhancement Group buys $1.7bn RIA

6 . 1 . 22 | InvestmentNews
Creative Planning’s for Boston-based Ferris Capital, adds $755 million to its wealth management footprint

6 . 1. 22 | Barron’s
Creative Planning Buys $755 Million Boston-Area RIA

5 . 24 . 22 | RIABiz
M&A Elite in Las Vegas - RIA people crisis

5 . 20 . 22 | CityWire RIA
Fidelity’s David Canter shares 3 growth tips (at DeVoe Elevate)

5 . 19 . 22 | CityWire RIA
RIA lenders make case for successions over sales in DeVoe conference panel

4. 25. 22 | Wealth Solutions Report
Deal Reports: Are RIA Deals Slowing Down?

4 . 22 . 22 | CityWire RIA
Fastest-growing RIAs get snapped up by acquirers

4 . 21 . 22 | WealthManagement.com
DeVoe: 2022 Posts Busiest Q1 for RIA M&A Activity

4 . 21. 22 | InvestmentNews
Despite big Q1, pace of RIA consolidation seen slowing in 2022

4 . 21 . 22 | CityWire RIA
RIA dealmaking is slowing down, DeVoe report shows

4 . 8 . 22 | RIABiz
CI Financial’s IPO could make the RIA M&A force next to unstoppable

3 . 29 . 22 | FinancialPlanning
6 key trends for RIAs as mergers advance at torrid pace

3 . 29 . 22 | CityWire RIA
Creative Planning buys $1.8bn Bay Area RIA

3 . 28 . 22 | FinancialAdvisor Magazine
RIA Execs Expect Continued M&A Deals Despite World Crises

3 . 14. 22 | FinanicalAdvisor IQ
Wealth Enhancement Group to Add $287M RIA Firm

2 . 28. 22 | Barron’s
Feeling the Urge to Sell Your RIA? Consider These 3 Factors First

2 . 17. 22 | WealthManagement.com
DeVoe Launches Program to Help RIAs Boost Organic Growth

2. 15. 22 | CityWire RIA
Creative Planning buys $735m dentist-focused RIA

1 . 19 . 22 | ThinkAdvisor
4 Big Reasons RIA Deals Are Surging: DeVoe

1 . 19 . 22 | WealthManagement.com
Beacon Pointe Acquires Five Firms, Brings 2021 Total Above $7 Billion

1 . 18 . 22 | InvestmentNews
Creative Planning acquires $2 billion California RIA

1 . 13 . 22 | FinancialAdvisor Magazine
The 2021 RIA M&A Year in Review

1 . 11 . 22 | FinancialPlanning
PE’s big catch: RIAs. Is the haul sustainable?

1 . 7 . 22 | FinancialAdvisor IQ
FAs Expect RIA M&A Activity to Pick Up Pace

1 . 6. 22 | InvestmentNews
RIAs see M&A momentum gaining steam in ‘22

1 . 6 . 22 | ThinkAdvisor
RIA Expect M&A Surge to Continue in 2022

1 . 5 . 22 | WealthManagement.com
DeVoe: Most RIA Leaders Foresee Higher M& Activity in 2022

1 . 5 . 22 | FinancialAdvisor Magazine
M&A Activity Will Continue to Break Records for Years to
Come, DeVoe Says

1 . 5 . 22 | FinancialPlanning
RIA deals smash another record, but things are still only
starting, DeVoe says

1 . 5 . 22 | Family Wealth Report
Are RIAs Addicted to M&A?

1 . 5 . 22 | Barron’s
RIA M&A Volume Poised to Break Another Record in 2022

1 . 3 . 22 | CityWire RIA
$13.3bn EP Wealth buys small RIA and lifts out $435m team

12 . 9 . 19 | ThinkAdvisor
Happy Employees Means Happier Clients: DeVoe

12 . 5 . 19 | Bloomberg
Wealth Adviser M&A Soars as Goldman, Private Equity Eye Fees

12 . 3 . 19 | CityWire RIA
Mercer Advisors buys $190m female-focused Florida RIA

11 . 19 . 19 | ThinkAdvisor
Creative Planning Acquires its Third Firm

11 . 19 . 19 | AdvisorHub
RIAs Creative Planning and Mercer Advisors Snap Up More Firms

11 . 19 . 19 | CityWire RIA
Creative Planning buys $400m Virginia RIA

11 . 18 . 19 | WealthManagement.com
Peter Mallouk Adds a $400M “Leaf” to His Largely Organic $43B Tree, Creative Planning

11 . 18 . 19 | InvestmentNews
RIA consolidation could put $2.4 trillion in play over next decade

11 . 12 . 19 | CNBC
Private equity investors are zeroing in on financial advice business

11 . 7 . 19 | FinancialPlanning
What’s fueling the M&A frenzy?

11 . 6 . 19 | InvestmentNews
RIAs rushing to sell at the top could put buyers in the driver’s seat

11 . 6 . 19 | ThinkAdvisor
RIA Selling is Soaring, and Here’s Why

11 . 6 . 19 | CityWire RIA
RIAs cannot live by M&A alone, top dealmakers warn

10 . 29 . 19 | ThinkAdvisor
HighTower Strikes Deal With $1B RIA; DeVoe Plays Matchmaker

10 . 29 . 19 | InvestmentNews
HighTower growth strategy shows no fear of buying high

10 . 29 . 19 | InvestmentNews
Allworth Financial acquires $2.8 billion RIA

10 . 25 . 19 | CityWire RIA
Wealth management deals getting smaller

10 . 24 . 19 | Barron’s
Here’s How Hot the Market for RIAs Is

10 . 22 . 19 | WealthManagement.com
RIA M&A Activity for this Year Already Higher than 2018

10 . 22 . 19 | ThinkAdvisor
Biggest Quarter Ever for RIA Deals: DeVoe

10 . 22 . 19 | FinancialAdvisor Magazine
RIA M&A Deals on Pace for Record Year, But Should There Be More?

10 . 22 . 19  | InvestmentNews
Smaller RIAs are selling like hotcakes

10 . 10 . 19  | FinancialPlanning
OkCupid for advisors: M&A matchmaking service debuts

10 . 9 . 19 | InvestmentNews
Captrust strikes again, buys $1.5 billion RIA

10 . 1 . 19  | FinancialPlanning
Another record-breaking year for RIA M&A? Q4 will decide.

10 . 1 . 19 | Financial Advisor Magazine
High Valuations Fueling RIA M&A Activity

9 . 30 . 19  | InvestmentNews
RIAs acquiring firms at record pace

9 . 17 . 19  | FinancialPlanning
Mercer Advisors sale: Private equity’s big bet on RIAs just got bigger

9 . 16 . 19  | FinancialPlanning
What RIAs need to know about debt financing

9 . 13 . 19  | Barron’s
Are RIA Firms Growing Too Fast? The Story Behind the Trend

9 . 9 . 19  | ThinkAdvisor
RIAs Predict M&A Surge Will Last Several Years

9 . 9 . 19  | Financial Advisor Magazine
Advisors See More Than 5 Years Of Hot RIA M&A Activity Ahead

9 . 9 . 19  | CityWire RIA
Half of RIAs open to sale talks, DeVoe study says

9 . 9 . 19  | WealthManagement.com
High Valuations Driving Advisors to Consider Selling

8 . 20 . 19  | WealthManagement.com
HighTower Invests in $1 Billion RIA Lexington Wealth Management

8 . 15 . 19  | FinancialPlanning
Capital options for RIAs explode

8 . 15 . 19  | CityWire RIA
DeVoe rolls out RIA lending marketplace

8 . 15 . 19  | ThinkAdvisor
DeVoe’s New Service Helps RIAs Meet Capital, Lending Needs

8 . 14 . 19  | WealthManagement.com
DeVoe CapitalWorks to Link RIAs to Lenders

8 . 14 . 19  | WealthManagement.com
Mercer Advisors Picks up $300 Million AUM Regent

8 . 13 . 19  | Forbes / MergerMarket
Aging Advisors Head for Exits as Sale Prices Soar

8 . 7 . 19  | CityWire
RIA M&A: 8 charts that break down 2019’s deal ‘surge

8 . 2 . 19  | Barron’s
Wealth Enhancement Group Gets New Owner

7 . 31 . 19  | WealthManagement.com
TA Associates to Acquire Wealth Enhancement Group

7 . 31 . 19  | InvestmentNews
Lightyear sells Wealth Enhancement Group to TA Associates

7 . 31 . 19  | ThinkAdvisor
RIA M&A Growth Evolves from ‘Spike’ to ‘Surge’: DeVoe

7 . 31 . 19  | WealthManagement.com
DeVoe: RIA Valuations at All-Time High

7 . 31 . 19  | InvestmentNews
Flood of RIA sales pushes industry toward a buyer’s market

7 . 30 . 19  | Financial Advisor IQ
Why RIA Valuations Have Reached a Record High in M&A Deals

7 . 30 . 19  | Financial Advisor Magazine
RIAs on Course for Record M&A Activity in 2019

7 . 29 . 19  | InvestmentNews
New twist on private equity in RIA space: Silent minority ownership

7 . 22 . 19  | Financial Advisor IQ
With Goldman Sachs Deal Done, United Capital’s Head of Acquisitions Takes Flight

7 . 22 . 19  |  RIA Intel
Addicted to RIAs, Private Equity Keeps Binge-Buying

7 . 18 . 19  |  PE Hub
Lightyear-backed Wealth Enhancement to buy AEPG Wealth Strategies

7 . 11 . 19  |  Financial Advisor Magazine
RIA Valuations: Perception Vs. Reality

7 . 2 . 19  |  Investment News
Former brokers say breaking away to be RIA went better than they feared

6 . 27 . 19  |   Financial Times
FT300 list: the top US registered investment advisers in 2019

6 . 21 . 19  |  RIABiz
Dynasty Financial was like the roll-up with no financial engineering… now M&A machine

6 . 10 . 19  |   Investment News
Fidelity custudy business hooks up with lender to finance RIAs

6 . 10 . 19  |   FinancialPlanning
RIA hunger for capital sparks lending boom

6 . 6 . 19  |   FinancialPlanning
$17B gone: The biggest-ever advisory team exit and the bank that lost it

6 . 3 . 19  |  FinancialPlanning
Pershing’s Tibergien warns RIAs not to rely on M&A for growth

6 . 1 . 19  |   Investment News
An inside job: Advisers are picking, grooming successors from within

5 . 31 . 19  |   Wealth Management
More RIA Sellers than Buyers? It May be Sooner than You Think

5 . 30 . 19  |   Wealth Management
What Fast-Growing RIAs Have in Common, According to DFA

5 . 28 . 19  |   Investment News
Sometimes a sale is the best succession plan

5 . 28 . 19  |   ThinkAdvisor
How Do Advisors Really Feel about RIA Mergers?

5 . 3 . 19  |   Investment News
Benjamin F. Edwards expands its recruiting net with a corporate RIA

5 . 3 . 19  |   401k Specialist
RIAs Less Bullish on M&A Activity in 2019

4 . 26 . 19  |   Financial Advisor IQ
How RIA Aggregators Could Fund Your Retirement in a Roundabout Way

4 . 26 . 19  |   Investment News
A near-record quarter for RIA acquisitions

4 . 24 . 19  |   FinancialPlanning
How Mariner keeps up its furious buying pace

4 . 9 . 19  |   FinancialPlanning
Slideshow Surprises, rebounds and momentum dominate RIA M&A in Q1

4 . 2 . 19  |   Investment News
Cerity Partners buys Blue Prairie Group to create $21 billion advisory firm

3 . 23 . 19  |   Investment News
Merger mania: Why consolidation in the RIA space is about to explode

1 . 31 . 19 |  Barron’s
Wells Fargo’s New RIA: Offense or Defense?

1 . 24 . 19  |  Barron’s
M&A Guru Dave DeVoe: Mega-RIAs Will Change the Game

1 . 24 . 19  |   ThinkAdvisor
RIAs Are Upbeat After 'Epic' Quarter for M&A

1 . 23 . 19  |   Financial Advisor Magazine
2018 A Record Year For RIA M&A Deals

1 . 3 . 19  |   PR Newswire
Mercer Advisors Continues Expansion with Acquisition Of Dragon Financial Group

12 . 7 . 18  |   ThinkAdvisor
Ron Carson's Registration Drop Shows 'FINRA's Days Are Numbered

12 . 5 . 18  |   ThinkAdvisor
Wells Fargo’s RIA Plans: Big Deal or ‘Blip on the Radar’?

11 . 6 . 18  |   RIABiz
Citizens Bank hits RIA radar again with purchase of $7.5B Clarfeld

11 . 5 . 18  |   FinancialPlanning
Looking for a seamless transition? Step aside

10 . 29 . 18  |   Press Release
DeVoe & Co Advises Credent Wealth Management and CPF Texas on Their Merger

10 . 22 . 18  |   InvestmentNews
RIA firm valuations climbing, but not yet back to 2008 levels

10 . 22 . 18  |   FinancialPlanning
M&A momentum on pace for record year

10 . 15 . 18  |   FinancialPlanning
Meet the $3B RIA that wants to go national

9 . 25 . 18  |   Press Release
Mosaic Financial Partners Joins Private Ocean

9 . 18 . 18  |   Press Release
DeVoe & Company Names Two New Directors

8 . 1 . 18  |   Financial Advisor IQ
Why RIA M&A Deals Have Plummeted

7 . 31 . 18  |   Wealth Management
RIA Deal Activity Slumped in Second Quarter

7 . 31 . 18  |   Investment News
Merger and acquisition activity drops dramatically in the second quarter

7 . 31 . 18  |   Financial Advisor Magazine
RIA M&A Activity Drops 35% In First Quarter

7 . 31 . 18  |   Insurance News Net
‘Extreme Turbulence’ Drives 2Q Collapse Of RIA Mergers

7 . 23 . 18  |   FundFire
Strategic Acquirers, Consolidators Lead RIA Channel M&A

7 . 23 . 18  |   Financial Advisor Magazine
Fiduciary Network Reportedly Seeking a Buyer

7 . 19 . 18  |   Investment News
Fiduciary Network posts a 'for sale' sign

7 . 16 . 18  |   Investment News
$1 billion in assets? For some RIAs, it's not as good as it sounds

7 . 1 . 18  |   RIA Biz
Why Financial Engines undid its IPO, and what it says about the succession-phobia still paralyzing the RIA business

6 . 26 . 18  |   Investment News
Private-equity veterans build $2 billion advisory firm from scratch

6 . 22 . 18  |   Financial Planning
In hot seller’s market for RIAs, hungry buyers are doubling upfront cash

6 . 22 . 18  |   Financial Planning
Are your clients getting an optimum experience?

6 . 6 . 18  |   Investment News
Private equity money altering the wealth management ecosystem

5 . 31 . 18  |   Financial Advisor Magazine
Experts, Rivals Zero in on Focus Financial Partners’ IPO Filing

5 . 25 . 18  |   Investment News
Focus Financial IPO could be a sell signal for RIAs

5 . 23 . 18  |   Investment News
RIA in a Box acquired by private equity firm Aquiline Capital

5 . 15 . 18  |   Bloomberg
Private Equity’s Plan to Beat the Low-Cost Investing Robots

4 . 30 . 18  |   Investment News
Financial Engines to be purchased for $3.02 billion, combined with Edelman

4 . 23 . 18  |   Investment News
RIA sellers might be rushing in ahead of market turmoil

4 . 23 . 18  |   Financial Advisor Magazine
RIA M&As Off To Big Start

4 . 22 . 18  |   Financial Planning
What's fueling the red hot RIA M&A market

4 . 20 . 18  |   RIA Biz
As Thomas H. Lee Partners asserts itself, Dave Pottruck steps down as chairman of HighTower's board of directors

4 . 18 . 18  |   Financial Planning
How HighTower 2.0 is wielding its new war chest

3 . 17. 18  |   Investment News
What the next market downturn means for small RIAs

3 . 2 . 18  |   RIA Biz
Buckingham becomes KKR-fueled, check-listed M&A 'machine' that now feeds on BAM TAMP clients

2 . 15 . 18  |   Investment News
RIA owners should know what their firm is worth, but many don't get valuations

2 . 15 . 18  |   Investment News
Buckingham Strategic Wealth acquires $350 million Stevens Wealth Management

2 . 13 . 18  |   Investment News
Mercer Advisors adds $364M RIA in its third deal of 2018

1 . 23 . 18  |   Financial Advisor IQ
RIA M&As at New Record, But Transactions Smaller in 2017

1 . 22 . 18  |   Wealth Management
Tax Reform Could Make RIAs More Attractive to Corporate Buyers

1 . 22 . 18  |   FundFire
RIA Industry Breaks M&A Record for Fourth Year in a Row

1 . 22 . 18  |   Financial Advisor Magazine
As Fiduciary Rule Concerns Waned In 2017, RIA M&A Activity Ebbed

1 . 22 . 18  |   Investment News
RIA mergers and acquisitions set another record in 2017

1 . 21 . 18   |   ThinkAdvisor
Broker Protocol Exodus Could Cause Breakaway ‘Spike’ in Next Few Months: DeVoe

1 . 21 . 18   |   Financial Planning
M&A activity set record in 2017, but repeat not assured

1 . 16 . 18   |   Investment News
Lightyear Capital takes 50% stake in $9 billion HPM Partners

1 . 12 . 18   |   Investment News
Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

1 . 9 . 18   |   Investment News
Mercer Advisors acquires two RIAs as M&A activity heats up

1 . 2 . 18   |   ThinkAdvisor
M&A Madness

2017

12 . 20 . 17   |   Investment News
RIA sellers need their own Zillow

12 . 12 . 17   |   Financial Planning
What's driving RIA valuations?

12 . 10 . 17   |   Financial Planning
How the Broker Protocol turmoil will ‘significantly change’ HighTower

12 . 9 . 17   |   Investment News
Why private equity wants a piece of the RIA market

12 . 7 . 17   |   Investment News
What's next for adviser consolidation?

11 . 16 . 17   |   Investment News
What's the survival threshold in the M&A landscape?

11 . 10 . 17   |   Financial Advisor Magazine
M&A Activity Among RIAs Slows Down In 2017

11. 07 . 17   |   ThinkAdvisor
After 6-Month Surge, RIA M&A Deals Drop Sharply in Q3: DeVoe

11. 07 . 17   |   Investment News
Breakaway broker deals a drag on M&A activity in third quarter

11 . 07 . 17   |   Financial Advisor
Breakaways Take ‘Dramatic’ Dive Post-DOL Rule

11. 07 . 17   |   Wealth Management
RIA M&A Has Weakest Quarter in Three Years

11 . 01 . 17   |   Financial Advisor Magazine
Accounting For Success

10 . 25 . 17   |   Financial Planning
HighTower gets 'vote of confidence' from PE firm

10 . 25 . 17   |   Investment News
Private equity firm Thomas H. Lee Partners buys stake in HighTower

8 . 28 . 17   |   Wealth Management
Wealth Managers Prepare for Coming M&A Surge

7 . 26 . 17   |   Financial Planning
New wave of bank-RIA deals gathers strength

7 . 25 . 17   |   Financial Planning
United's latest RIA haul underscores rising star of smaller firms

7 . 25 . 17   |   Wealth Management
Latest United Capital Deals Show Consolidators Still Dominate

7 . 24 . 17   |   Investment News
Near-record pace of M&A continues for RIA firms

7 . 24 . 17   |   Financial Advisor Magazine
RIAs On Track For Record M&A Activity, But Decline As Buyers

7 . 20 . 17   |   Financial Planning
New buyer, Wealth Partners, targets smaller RIA firms

7 . 12 . 17   |   Financial Planning
Latest Mercer move highlights hot M&A demand for smaller firms

6 . 29 . 17   |   Financial Advisor Magazine
DiMeo Schneider Buys Orion

5 . 22 . 17   |   Financial Planning             
Prospective sellers should start increasing the firms value now

5 . 9 . 17   |   Financial Planning             
RIA M&A activity hits all-time high but average AUM of sellers plunges

5 . 9 . 17   |   Financial Advisor IQ
Advisors Warned Against “Over-Reaching” in M&A Deals

5 . 9 . 17   |   Investment News
RIA consolidation hits new high in first quarter

4 . 19 . 17   |   Financial Planning
Focus Financial's home run: Aggregator PE deal worth $2B

3 . 13 . 17   |   RIA Biz
After sticking his own succession landing, Tim Kochis bags 'retirement' and joins forces with DeVoe & Co. to help other RIAs do same

3 . 13 . 17   |   Financial Advisor Magazine
DeVoe, Aspiriant's Kochis Join Forces, Launches Succession Planning Platform   

2 . 15 . 17   |   ThinkAdvisor
Acquired RIAs Have Become Acquirers: Dave DeVoe

2 . 14 . 17   |   Financial Planning
Mercer adds sixth RIA in 13 months, nears $10B mark

2 . 10 . 17   |   Financial Planning
A new driving force in RIA M&A

2 . 09 . 17   |   Financial Advisor Magazine
DeVoe: RIA M&A Activity Shattered Records (Again) In 2016

2 . 03 . 17   |   Investment News
How to prepare for succession and continuity

2 . 02 . 17   |   Investment News
RIAs without a succession plan should take these steps immediately

1 . 26 . 17   |   Financial Planning
How a NAPFA study group led to a $238M merger

1 . 24 . 17   |   Investment News
Fintechs producing cheaper, automated firm valuations for adviser

2016

12 . 20 . 16   |   Financial Planning
Top 10 - Ok, 11 - RIA M↦A tips for 2017

12 . 12 . 16   |   Investment News
Aspiriant picks up $850M Silicon Valley RIA

12 . 01 . 16   |   Financial Advisor IQ
The Rise of the Super-Breakaway Team

11 . 01 . 16   |   insurancenewsnet.com
RIA Mergers & Acquisitions Rise 23 Percent in 3Q

10 . 28 . 16   |   Barron's / ThinkAdvisor
Forecast: A'New Normal' For RIA Deals

10 . 26 . 16   |   ThinkAdvisor
Advisor M&A Surging to Record Year; Should Be 'New Normal': DeVoe

10 . 26 . 16   |  Barron's / InvestmentNews
RIA Deals Set New Mark

10 . 25 . 16   |  Financial Planning
RIA M&A: Heading for a record year?

10 . 24 . 16   |  Investment News
RIA firms see record number of M&A deals in first nine months of 2016

10 . 24 . 16   |  Financial Advisor
M&A Activity On Pace For New High

10 . 06 . 16   |  Financial Advisor
Parallel Advisors Adds Former Fidelity Director

9 . 16 . 16   |  RIABiz
The FPA Finally Puts On A Better CFP Face And She Lights Up The Hall in Baltimore

9 . 16 . 16   |  Financial Planning
Succession Planning: Why Your Employee Should Not Take Over

8. 26 . 16   |  Financial Planning
Latest RIA mega-deal is a tale of two firms

8 . 24 . 16   |  Financial Planning
Slideshow 'Ninja buyers' dominating RIA deals

9 . 18 . 16   |   Financial Planning
Why United Capital’s Business Strategy is Gaining Traction

8 . 24 . 16   |   Investment News
Strong M&A Market for RIAs Propels Focus Financial Toward Possible IPO

8 . 23 . 16   |   Investment News
What’s Next for Focus Financial?

8 . 22 . 16   |   ThinkAdvisor
Focus Financial Files for 'Confidential' IPO: Report

8 . 17 . 16   |   Financial Planning
RIA sellers guide: Who's buying, and what they want

8 . 16 . 16   |   Financial Advisor IQ
Strategic Acquirers Are Growth Opportunity for RIAs

8 . 16 . 16   |   RIABiz
How Tiedemann and Presidio did a No-cash Merger of Their $4.9 Billio and $4 Billion RIAs – and Their Disarming Honesty About Jitters

8 . 12 . 16   |   Financial Planning
Why Lebenthal’s Wealth Management Venture Didn’t Make It

8 . 11 . 16   |   Financial Planning
Why Fewer Breakaway Brokers Are joining RIAs

8 . 10 . 16   |   ThinkAdvisor
Advisor M&A Maintains Record Pace in First Half: DeVoe

8 . 10 . 16   |   Insurance News Net
RIA Deals Inch Ahead of Last Year in First Half

8 . 10 . 16   |   Financial Planning
RIA Mega-Merger – How Big Is It Really?

8 . 8 . 16   |   Wall Street Journal
Tiedemann Wealth Management and Presidio Capital Advisors to Merge

7 . 13 . 16   |   Wall Street Journal
Wealth Adviser Daily Briefing: Dow, S&P 500 Close at Record Highs

7 . 12 . 16   |   Investment News
M&A Deals for Billion-Dollar Advisory Firms Double This Year

6 . 5 . 16   |   Investment News
RIAs Are Losing Their Competitive Advantage

6 . 3 . 16   |   Wall Street Journal
Wealth Adviser Daily Briefing: Prepping a Practice for Sale

6 . 2 . 16   |   Wall Street Journal
How to Prep a Financial-Advice Business for Sale

6 . 1 . 16   |   Wall Street Journal
Wealth Adviser Daily Briefing: Say What? 'I Sold Appreciated Stock to Make the Donation'

5 . 26 . 16   |   Financial Planning IQ
RIA M&A Numbers Suggest it's A Seller's Market

5 . 26 . 16   |   Financial Planning
Carson Becomes Latest RIA to Partner With Private Equity

5 . 25 . 16   |   ThinkAdvisor
Billion-Dollar RIAs Sold in Record Numbers in Q1

5 . 25 . 16   |   Financial Planning
Record Sales For Large RIAs in Q1

5 . 25 . 16   |   Wealth Management
Mega Deals of 2015 Inspire Large RIAs to Sell in Q1

5 . 11 . 16   |   Financial Advisory IQ
Some Sellers Might be Unintentionally Sabotaging Their Own Deals

5 . 10 . 16   |   Wall Street Journal
5 Mistakes to Avoid When Selling a Financial Advisory Practice

4 . 24 . 16   |   Investment News
DOL fiduciary rule could spark acquisitions of RIAs as well as broker-dealers

3 . 30 . 16   |   Financial Advisor
$8 Billion Mercer- Kanaly Merger Works on Several Levels

3 . 29 . 16   |   Financial Planning
Hungry for More: How Private Equity Firms are Snapping up RIAs

3 . 14 . 16   |   BenefitsPro
RIAs Set Record for Mergers & Acquisitions

3 . 2 . 16   |   Financial Planning
$1B Acquisition Boosts Lightyear-owned RIA's National Ambitions

2 . 26 . 16   |   Wall Street Journal
RIA M&A Activity Hits All-Time High

2 . 26 . 16   |   ThinkAdvisor
Wealth Adviser Daily Briefing: Retirees Complain of Wrong Information from Social Security

2 . 25 . 16   |   Investment News
RIA mergers could be headed for another record in 2016

2 . 25 . 16   |   Wall Street Journal
M&A Activity Among Registered Advisers Hits Record

1 . 26 . 16   |   Financial Advisor
L.A. Firm Heads North With $5 Billion Target

1 . 13 . 16   |   Financial Planning
Biggest RIA M&A Deals Set Stage for Active 2016

2015

2014

12 . 23 . 14   |   Financial Planning
Focus and United Say They Won’t Go Public in 2015

12 . 14 . 14   |   RIABiz
How to Hold 1,000 Hands: Robo CEOs Lay Out a Stark Choice For Traditional Advisors at MarketCounsel Summit

10 . 1 . 14   |   Financial Advisor
Why So Few Avisors Have Succession Plans

7 . 28 . 14   |   Financial Planning
Big Buyout Heats Up Market for High-End RIAs

7 . 22 . 14   |   RIABiz
Why AMG's Poach of Rich Gill Could Be The Missing Ingredient for Its V-8 Roll-up Engine

7 . 22 . 14   |   RIABiz
As Boston Private and Banyan Partners Merge, The Big Three Roll-ups become The Big Four

7 . 16 . 14   |   WealthManagement
Boston Private Bank Becomes a $9B Wealth Manager Through Acquisition of Banyan Partners.

7 . 9 . 14   |   InvestmentNews
LPL Acquiring Retirement Plan Broker-Dealer

6 . 20 . 14   |   Financial Advisor
5 Things To Focus On To Be Great In The Future

6 . 17 . 14   |   WSJ
Misgauging the 'Disruptions' When Firms Merge

5 . 27 . 14   |   InvestmentNews
Larry Roth Wants to Double Schorsch's B-D Network

5 . 1 . 14   |   Financial Planning
New Rules for Firm Valuations

3 . 26 . 14   |   Financial Advisor
What’s Next For Nick Schorsch?

3 . 7 . 14   |   RIABiz
Bankers Show Muted Confidence in Competing With RIAs, Fidelity Study Shows

3 . 5 . 14   |   WSJ Wealth Advisor
Young Advisers Build Business Quickly via Acquisitions

3 . 3 . 14   |   Wealth Management
If You Can’t Build It, Buy It

1 . 15 . 14   |   Investment News
Finding Succession Solutions Under Your Nose

1 . 8 . 14   |   Investment News
Focus Financial Adds to 'Hefty' Acquisition War Chest

1 . 8 . 14   |   Financial Planning
Focus Lands 'Unprecedented' $550M Credit Deal from Banks

1 . 7 . 14   |   Investment News
Focus Financial Gets an Injection of Credit, Deepening The Firm's Pockets Ahead of Potential Acquisitions

2013

12 18 13   |   Investment News
Convergent Pushes for Growth in Millionaire Market

12 5 13   |   RIABiz
Mariner Continues its M&A Momentum With The Acquisition of a $700MM NYC Firm.

12 3 13   |   RIABiz
Dynasty Financial Partners Drops its Passive-referral Strategy and Hires a Ex-HighTower Talent to Engineer Proactivity

11 19 13   |   RIABiz
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

11 18 13   |   RIABiz
A $1.2-billion RIA is Born on the Rt. 128 Altar as Two $600-million-AUM firms -- one in Hyper-growth Mode by Fidelity Referrals -- Get Hitched

11 13 13   |   FinancialAdvisor
DeVoe, DFA launch Advisor Transition Planning Coaching Program

11 8 13   |   RIABiz
First Republic Pays a Staggering Sum for Luminous Capital, Sources say, and Shifts the Breakaway and M&A Games in the Bargain

11 5 13   |   RIABiz
A $5.5 Billion LA-based RIA is Getting Purchased by First Republic Bank

11 4 13   |   FinancialAdvisor
Argent Wealth and Pillar Financial Merge

11 4 13   |   Argent
DeVoe&Co is leased to Announce it's Engagement on the Argent and Pillar Merger.

10 24 13   |   RIABiz
Ric Edelman is Looking to add a $1-Billion RIA Elephant Even as He Unveils an Online Consumer Strategy Aimed at the Chipmunks

10 24 13   |   ThinkAdvisor
Rollups Account for Majority of Advisor M&A in Q3: Schwab Report

10 23 13   |   Wealth Management
The Odd Couple: Advisors and Accountants

10 23 13   |   RIABiz
The RIA& M&A Market Continues to be a No-show, Though 2012 Pace is Ahead of 2011

10 16 13   |   RIABiz
Focus Financial Gets its First Beachhead in HighTower's Backyard -- Buying an Exhibit-A Organic-growth RIA With a Hankering to Go Inorganic

9 30 13   |   RIABiz
M&A Tip From Fidelity's M&A Idea Exchange: Have Dinner With the Buyer/Seller and Their Spouses; Spouses can be an...

9 30 13   |   RIABiz
What Happened When Fidelity Investments Called 25 Deal-making Protagonists to its Boston Sanctum for a Talk About the Suboptimal RIA M&A Market

7 15 13   |   Investment News
Focus Sells Stake to Private Equity / LBO Shop Centerbridge.

7 15 13   |   RIABiz
United Capital and Sanctuary Close $200MM AUM Deals.

6 20 13   |   RIABiz
Fidelity's Partnership With Live Oak for SBA Loans

5 18 13   |   Investment News
NFP Goes Private: Madison Dearborn Acquires the Organization.

1 28 13   |   RIABiz
M&A Slowed in 2012: Lower Transaction Volume is Concerning Given Industry Demographics.

1 25 13   |   RIABiz
Banyan Partners Hires Dell-Orfano After Raising Capital.

1 24 13   |   RIABiz
Scott Dell'Orfano Lands at a $1.4 Billion RIA With Plans to Deal its Way to $10 Billion…

1 24 13   |   RIABiz
Focus' Value Proposition Paying Dividends: DeVoe & Co's Perspective on How Focus Helps Affiliates With 'Sub-acquisitions…

1 10 13   |   RIABiz
Focus Acquires $1.5MM Merriman. Insights into Merriman's Decision Making Process and Perspective from DeVoe & Co in RIA

1 4 13   |   RIABiz
Private Equity Likely to Continue Investing in RIAs: DeVoe & Co Perspective on Private Equity's Role in the Independent . . .

2012

11 20 12   |   The Mutual Fund Wire
Article With More dDtail on the DFA / DeVoe & Co Transition Program

11 19 12   |   RIABiz
Focus Launches Succession Planning Structure, Providing Another Needed Alternative for Advisors Without a Plan.

11 19 12   |   RIABiz
I Like Schwab's 'RIA MBA' Program to Help Develop Future Successors. It Helps Close the Talent Gap. DeVoe & Co Perspect

11 19 12   |   Family Wealth Report
Recap of Schwab IMPACT Conference and Perspective on New Entrants Into the Advisor Market From DeVoe&Co

11 13 12   |   Financial Advisor
DeVoe & Company Forges Partnership With Dimensional Fund Advisors to Help DFA clients With Transition Planning.

11 8 12   |   RIABiz
More Details on the Luminous / First Republic transaction: DeVoe&Co Perspective on the Rumored Valuation.

11 5 12   |   RIABiz
$5.5B Luminous is Acquired by First Republic.

10 30 12   |   RIABiz
Ric Edelman's Acquisition and Micro-client Strategies: Perspectives from DeVoe&Co.

10 24 12   |   ThinkAdvisor
More DeVoe&Co Perspective on the Latest Schwab M&A data. Consolidators are the Primary Acquirer Category in 2012 RIA

10 23 12   |   Wealth Management
M&A Between Advisors and Accountants: A Tricky, But Potentially Strategic Combination.

10 23 12   |   RIABiz
RIA M&A Driven by Consolidators in Q3, According to New Schwab Report. DeVoE & Co Perspectives . . .

10 15 12   |   RIABiz
Why, Despite the Howls, the Term 'Roll-up' Should Stay in the RIA Vocabulary

10 16 12   |   RIABiz
Focus Financial Partners Maintains Momentum, Acquiring $500MM Vestor Capital in Chicago.

9 24 12   |   Financial Planning
A New Succession Planning / M&A Online Matching Service launches to help connect Advisors With successors.

9 18 12   |   RIABiz
HighTower Launches 'Alliance' Program, Validating Dynasty's Business Model.

9 18 12   |   Investment News
Finding the Right Candidate for an M&A Transaction

9 18 12   |   Financial Advisor
Learn toFfocus on the Things That Drive Up the Value of Your Practice.

7 30 12   |   RIABiz
Some of my Perspectives on RIA M&A in 2012

7 26 12   |   Investment News
Finding the Right Candidate for an M&A Transaction

5 31 12   |   RIABiz
Mintz Levin Sells its $1.2 Billion RIA, and Focus Financial Nabs the Assets Through a Partner Firm

5 30 12   |   Investment News
Big in Boston:  Colony Expands With Mintz Levin Merger

5 24 12   |   RIABiz
Summit Partners is Reportedly Shopping Around its Stake in Focus Financial

4 22 12   |   Investment News
Why Ric Edelman is Going Private

4 19 12   |   RIABiz
Roll-Up-Like Deals Back on the Rise in First Quarter as RIAs Look For Succession Plans

4 17 12   |   RIABiz
Ric Edelman Strikes a Private-Equity Deal That Subtracts $2 Million in Expenses--Now Let the After-Bidding Begin

4 6 12   |   Investment News
Affiliated Managers Group Takes Maiden Wealth Management Stake With Veritable Deal

4 5 12   |   Fund Fire
Wirehouses Skip Ride on Indie Advisor Group

4 5 12   |   Registered Rep
An RIA Consortium With Management Bench Strength Takes Off

2 29 12   |   RIABiz
Two Accounting Firms Abandon Merger Talks Leaving Giant Schwab RIA Surprised and Crestfallen

2 18 12   |   RIABiz
Jon Foster Partners With $40 Billion Institutional Advisory Firm in Bid to Create Big RIA

2 8 12   |   Advisor One
Angeles Investment Advisors, Carson Wealth's Foster Launch HNW RIA

2 7 12   |   RIABiz
Why This Time Dennis Miller is Entrusting His $1.3 Billion RIA to an Advisor Who Sold His $2 Billion RIA

2 2 12   |   b
Mariner Wealth Advisors Buy at $1.3 Billion Wealth Manager that First Unwound its Ties to a Bank

1 25 12   |   CNBC
Sales of Financial Adviser Fell in 2011

1 22 12   |   Financial Advisor
Advisors in a Darwinian World

1 22 12   |   Investment News
More Wirehouse Brokers Expected to Bolt This Year

1 11 12   |   Registered Rep
Booming Outsourcing Biz Gets Boost from LPL-Fortigent Deal

1 6 12   |   Advisor One
Jan 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition

1 3 12   |   Advisor One
LPL Financial to Acquire Alternative Investment Firm Fortigent

1 3 12   |   FA News
LPL Financial Agrees to Buy Fortigent

1 3 12   |   Registered Rep
LPL Acquisition of Fortigent Provides Stronger Foothold in RIA, HNW Market

1 3 12   |   b
LPL Makes Big Advance into the RIA Business With Fortigent Acquisition

1 3 12   |   Financial Advisor
LPL Financial Agrees to Buy Fortigent