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Page 5 - Devoe Co News Today : Breaking News, Live Updates & Top Stories | Vimarsana

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.

United statesAbu dhabiAbuz abyUnited arab emiratesFlexpoint fordDavid devoeKatie brunerKurt macalpineDevoe coAbu dhabi investment authorityExecutive kurt macalpineBain capitalAbu dhabi investmentHouston based avalon advisorsSkyview partners

LPL recruits $3 billion CG Advisor Network | Financial Planning

CG Advisor Network leaves Geneos Wealth and changes its primary custodian from Schwab's TD Ameritrade.

United statesWest conshohockenAnthony mazzaliDavid devoeScott posnerTd ameritradeCetera financial groupWealth enhancement groupDevoe coCommerce bank financial advisorsInvestors networkCg advisor networkAdvisor groupBoenning scattergood private client groupFinancial resources group investment servicesCharles schwab

Economic realities dampen pace of RIA acquisitions

The pace of RIA consolidation is showing a rare sign of slippage, which could mean 2023 is a year that doesn't set a new record for deals.

United statesDavid devoeJoe bidenDevoe coInvestmentnews his

EP Wealth acquires $1 billion Lehman & DeRafelo RIA

Lehman & DeRafelo offers another example of a big RIA seeking a larger partner despite turbulent economic conditions and some signs of an M&A slowdown.

United statesBrian parkerLehman derafeloTina hohmanAaron lehmanAlera group wealth services inWealth partners capital groupDevoe coWharton business groupPennsylvania based lehmanDerafelo financial resourcesFinancial planningManaging director brian parkerRich derafeloBerkshire partnersPennsylvania based wharton business group

United Capital veterans launch RIA aggregator with big goals

Three veterans of United Capital and Goldman are launching a new private-equity backed company whose business model is focused on acquisitions.

United statesMike capelleAngie herbersDan kilpatrickGary rothDavid devoeGoldman sachsJason gordoDevoe coHerbers coModern wealth managementCrestview partnersCo chief executives gary rothUnited capitalGoldman sachs personal financialFinlife partners

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