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Financial advisors join LPL and other wealth managers

Financial advisors join LPL and other wealth managers
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Los angelesUnited statesDan arnoldAlex shapsesBrandon williamsDevoe companyAdvisor groupNational football leagueStrategic wealth servicesJon marc carrierLos angeles ramsFederal wayWealth servicesNew york basedTrail advisorsDynasty financial partners

DeVoe: 2023 Could Be First Down Year for RIA M&A In Nearly A Decade

DeVoe & Company found RIA M&A activity continued to decline during the past quarter; 2023 could be the first down year for activity in almost a decade.

United statesNew yorkWealth enhancement groupDevoe companyMerit financial advisorsCerity partnersBeacon pointe advisorsSeven minnesota

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets and maintains an office in Reno.

United statesKirstin griffinMike lamenaBrian loyWealthspire advisorsWealth management firmDevoe companyRopes graySage financial advisors incAcquire sage financial advisorsNevada based wealth managementSage financial advisorsWest coastPrivate oceanPresident brian loyClient relations

RIAs May Be Dropping the Ball on Marketing and Referral Initiatives

Up to 5% of revenues should be spent on marketing and sales, say industry experts, as only 12% of advisors are actively seeking referrals.

Angela giombettiCatherine williamsGilbert cookGeorge pattonTim kochisAllison warnerLinda cookTina hohmanPointe warnerJim cahnDavid devoeWealth enhancement groupDevoe companyDimensional fund advisorsAlera groupDevoe special advisor tim kochis

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

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