DeVoe & Company CEO David DeVoe Shares M&A Insights On How RIA Buyers And Sellers Are Adapting To A New Era Of Volatility, Along With Best Practices For Success In 2023
I recently sat down with David DeVoe, Founder and Chief Executive Officer of the wealth management M&A consultancy DeVoe & Company, to get his perspective on how RIA buyers and sellers are adapting to the new era of volatility.
During this in-depth Q&A video, we discuss the types of firms most active in M&A so far this year, what’s motivating them, where DeVoe sees M&A headed throughout the rest of 2023 as well as best practices firms can take to succeed.
Chris Latham, Deputy Managing Editor at Wealth Solutions Report, can be reached at clatham@wealthsolutionsreport.com
