DeVoe

Advisor Upside

Why RIA M&A Slowed in the Third Quarter

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Buyers are still hunting for new partners, especially those with high organic growth and holistic financial planning.

2 min read

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Practice Management

Watering the Garden: Getting the Organic Growth that RIAs Crave

Advisors’ growth rates from new clients and new assets are half of what they were less than 10 years ago. Ignore organic growth at your own risk, observers say.

3 min read
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Advisor Upside

Transaction Inaction: RIA Deals Are Falling

The slowdown may be temporary, but the situation could become much more concerning the longer owners defer selling their businesses, per DeVoe & Co.

1 min read
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Advisor Upside

Record RIA Dealmaking Isn’t Just About Assets Anymore

Firms use acquisitions to add expert advisors in tax, retirement, trust and estate planning.

2 min read

Advisor Upside

Want Top Dollar for Your RIA? Buyers Are Looking for More Than Assets

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Acquirers want firms with strong organic growth and next-generation leaders in place.

4 min read

Advisor Upside

M&A Hit Record Highs in 2024

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There were 272 transactions last year, and that breakneck pace isn’t expected to slow down anytime soon.

2 min read

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