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Articles tagged "M&A; David DeVoe"


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Anton Kuzmanov: Private equity understands us.

Why Financial Engines undid its IPO, and what it says about the succession-phobia still paralyzing the RIA business

DeVoe & Co.'s annual event in San Francisco featured RIA-merger rock stars-- Mercer, CAPTRUST and Financial Engines -- whose comments revealed not a note of gloat

July 2, 2018 at 2:47 AM

David DeVoe: Of the deals completed so far this year, 55% were for $250 million or less.

M&A market for RIAs continues record pace: Second half looks even stronger

As compliance burdens grow, smaller firms are driving merger activity

July 26, 2010 at 3:33 AM

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