Articles tagged "David Devoe"
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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
January 3, 2012 at 8:34 PM
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
November 21, 2011 at 3:30 PM
Schwab redefines RIAs in its M&A study but experts say further refinement is needed
Registered Investment Advisors have $50 million of AUM and serve HNW investors
August 18, 2011 at 4:33 AM
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
May 4, 2011 at 3:08 PM
Record year for RIA M&A after giant fourth quarter, Schwab study says
Buyers and sellers both have stronger motivations
February 2, 2011 at 6:07 AM
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
December 1, 2010 at 5:05 AM
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
November 10, 2010 at 5:25 AM
Favorite succession plan of RIAs remains the same: none at all
The biggest impediment to planning is finding a successor
June 7, 2010 at 5:23 AM
Barnaby Grist is leaving Schwab and Jon Beatty is stepping up
The prominent Schwab executive goes for a new opportunity in Los Angeles
