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
David, best of luck with DeVoe & Co. Inc!
Mike Byrnes, President of Byrnes Consulting, LLC
Jack O'Hara - AdvisorAssist
David, I enjoy your insight. Beast of luck.
Fidelity lands RIA whisperer from Schwab in a coup, apparently using quality-of-life perks as lure
Kelly Smith chose the Boston rival for greater flexibility, better pay and a chance to move upmarket to sell family office services to RIAs that mix with the ultra-high-net-worth elite.
February 10, 2023 at 3:39 AM
RIA recap: Bernie Clark promises to 'be there' for coming TDA-Schwab system snafus; Fidelity gets custody win; Vanguard dishes out big tax bill to investors
Schwab RIA chief petitions for 'patience' for coming merger inconveniences but 'repapering' is no culprit; Carrie Pomerantz gets Schwab board seat; Addepar wins $65 billion AUM contract.
November 3, 2022 at 1:59 AM
DeVoe & Company
Top Executive: David DeVoe