Articles tagged "DeVoe & Company"

HeadlinePublish date

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

Spawned from an away breakfast, the deal of Argent Wealth Management and Pillar Financial Advisors financed a succession, forestalled death on the vine and set the stage for accelerated growth

November 15, 2013 — 8:25 PM UTC

Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion

The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA

January 25, 2013 — 3:24 AM UTC

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'

July 27, 2012 — 4:22 PM UTC
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