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Elevate: Growing RIAs Provide Experiences, Not Products

On the first day of DeVoe & Co.’s Elevate conference this week, attendees were told its time to channel Kung Fu Panda and be more like Starbucks.

Richard ryanYun jik choDennis moseley williamsHoward schultzJames perrySimon sinekDavid devoeDevoe companyDevoe coEdward deciKung fu panda

Organic growth in the RIA space is fading away

David DeVoe said that while the RIA industry has seen record M&A activity organic growth has been declining.

David devoeDevoe coNashville wednesdayDevoe elevateChief executive david devoe

CI equity sale seen endorsement of higher wealth management valuations

The sale of a 20% private ownership stake in CI Private Wealth accomplishes the same goals as the planned IPO.

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RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners

More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.

South carolinaUnited statesNew yorkBonnie bursetMatt sonnenHannah bryantLois basilLiz nesvoldJen abboud smithDan rollinsPhillip hammanLinscomb williamsBrent brodeskiWill richardsonJamie hopkinsMark zion

Mark Cuban-backed streaming app Fireside confirms $25M Series A at $138M valuation

Fireside hopes to soon bring its interactive technology to smart TVs, Fire TV, Apple TV and Roku.

United statesOrange countyMelissa riversMike ihbeTyler henryTim connorsDavid devoeDoug ellinJay lenoKelvin beachumMichael dellBaron davisLarry fitzgeraldZeke bronfmanHeather dubrowEvan abraham

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