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Page 14 - David Devoe News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Biden s tough tax talk fuels record M&A activity

The prospect of higher taxes pushed M&A activity, while the pandemic created a focus on succession planning.

David devoeJoe bidenDevoe coPresident joe bidenCongressional democrats

DeVoe: RIA Valuations Are at Historic - But Appropriate - Highs

“If you can acquire a firm and increase the profitability and make them grow faster, you can pay more," said David DeVoe.

David devoeCatherine williamsDavid bartonDevoe companyDimensional fund advisorsMercer advisors

RIA Buyers Move Upstream as M&A Continues to Shatter Records

Over half of RIA deals done in the third quarter involved selling firms with $1 billion or more in assets, according to DeVoe & Company.

United statesDavid devoeDevoe companyWealth enhancement groupCaptrust financial advisorCovenant family offices

Captrust Acquires $2 6B Texas RIA Covenant Family Offices

The Covenant deal, Captrust’s seventh so far this year, continues its strategy of combining retirement plan services with wealth planning.

United statesSan antonioOklahoma cityDavid devoeBarry bealKarl eggerssJohn eadieBellwood associatesDevoe companyWealth enhancement groupCaptrust financial advisorsCovenant family officesJustin pawlSouth texas money managementSan antonio based

Cresset Asset Management balloons to $20B in assets with $4 7B acquisition

Cresset Asset Management balloons to $20B in assets with $4 7B acquisition
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

David devoeEric beckerDaniel seivertJustin bermanDevoe coFast growing chicago basedCresset asset managementAtlanta based berman capital advisorsVirginia based pagnatokarpEchelon partnersCresset assetBerman capital

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