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Top News In Succession Summit Today - Breaking & Trending Today

LPL Opens Up Acquisition Model to External Advisors

LPL is aiming to ease the economic burden of internal succession for all advisors, while capturing a greater share of the market at the same time. ....

Strategic Business Development Jeremy Holly , Succession Summit , Vice President , Jared Chase ,

RIA M&A Sees 'Notable Uptick' After 9 Months of Declining Activity

Dealmaking in the RIA space picked up in the third quarter, a sign we're headed for a period of increased activity, according to DeVoe & Co. ....

United States , David Devoe , Devoe Company , Devoe Founder , Succession Summit ,

Choreo CEO Larry Miles to Deliver Keynote at DeVoe M&A Succession Summit

/PRNewswire/ Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit. The. ....

United States , Donald Cutler , Haven Tower Group , Devoe Co , Succession Summit , Devoe Elevate , Banking Amp Financial Services ,

DeVoe Q3 Report: RIAs South of $500M AUM Nearly Half of 2022 Deals

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up. ....

United States , David Devoe , Dave Barton , Raj Bhattacharyya , Boenning Scattergood , Robertson Stephens , Brian Parker , Mark Tibergien , Scott Slater , Devoe Company , Wealth Partners Capital Group , Republic Capital Group Partner Peter Nesvold , Integrity Marketing Group , Devoe Co , Wealth Enhancement Group , San Francisco Based , Mariner Wealth Advisors , Merit Financial Advisors , Kudu Investment Management , Gladstone Wealth Partners , Focus Financial , Kestra Financial , Warren Averett Asset Management , Succession Summit , Mercer Advisor Dave Barton , Advisor Brian Parker ,

Strategic Planning for 2023: Think 'What' Not 'Why'

The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?” ....

Mark Tibergien , Yogi Berra , Devoe Company , Succession Summit ,