Articles tagged "M&A; David DeVoe"
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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
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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