David DeVoe, Schwab Advisor Services

About the Author

David DeVoe, Schwab Advisor Services

David DeVoe is Managing Director of Strategic Business Development at Schwab Advisor Services, which serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”).  Independent investment advisors are not owned, affiliated with or supervised by Schwab.

• RIA M&A Surges in 2010: Why, and Will It Continue?

  By David DeVoe, Schwab Advisor Services  |  November 11, 2010

  RIA merger and acquisition deals continue to be executed at the record pace that was set in the first quarter of this year, according to data compiled by Schwab.

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  Put Strategic Context Around Your Succession Plan

  By David DeVoe, Schwab Advisor Services  |  October 12, 2010

  Taking time to create a comprehensive succession plan can not only ensure there is a clear path to retirement, it also has the potential to create greater success in business and life.

• Succession Planning: Planning Your Future

  By David DeVoe, Schwab Advisor Services, David Devoe  |  July 1, 2010

  The economy may be on a slow track to recovery, but acquisitions of independent RIA practices are powering ahead. With the industry's continued growth and...

• Tailor-Made Successor

  By David DeVoe, Schwab Advisor Services, David Devoe  |  July 1, 2010

  While it may not always be easy to find an external successor, it can be done. That was the experience of Kevin Hoyle and Joe...

• Options, Options, Options

  By David DeVoe, Schwab Advisor Services, David Devoe  |  July 1, 2010

  Big banks used to be the main acquirers of advisory firms, but in the past few years, the consolidators (such as Focus Financial Partners and...