Dave DeVoe

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  Fidelity Launches M&A Program for RIAs, Including Access to Financing

  By James J. Green, AdvisorOne  |  June 11, 2013

  David Canter of Fidelity Institutional Wealth said the new offerings include discounted access to outside M&A consultants and discounted financing through Live Oak Bank.

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  DFA Partners With Dave DeVoe on New Succession Planning Program

  By James J. Green, AdvisorOne  |  November 19, 2012

  The new program aims to help its advisors develop written succession plans, and they’ll get a valuation of their firm’s worth from Dave DeVoe.

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  Rollups Account for Majority of Advisor M&A in Q3: Schwab Report

  By James J. Green, AdvisorOne  |  October 22, 2012

  With a quarter to go, year-to-date RIA mergers and acquisitions nearly match the value of all deals recorded in 2011. But the actual number of deals this year is still lower.

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  Schwab Reports Fewer, but Bigger, Advisor M&A Deals in 2012

  By James J. Green, AdvisorOne  |  July 26, 2012

  Schwab Advisor Services’ quarterly report shows rollup firms account for a larger number of done deals in 2012.

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  Two Big RIAs, Savant and Monitor Group, to Form $2.7B National Firm

  By James J. Green, AdvisorOne  |  April 26, 2012

  Principals of the combined fee-only company, including Savant's Tom Muldowney, say their new model solves multiple issues for mature RIA firms like Savant and The Monitor Group.

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  Jan. 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition

  By James J. Green, AdvisorOne  |  January 6, 2012

  Unique data, insights and strategies for advisors considering a change to be addressed in latest AdvisorOne web seminar.

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  DeVoe Departs Schwab to Form Advisor M&A Consulting Firm

  By James J. Green, AdvisorOne  |  November 21, 2011

  Will provide strategic consulting and valuations, and arrange financing for mergers and acquisitions for advisors.

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  The Advisor Retirement Crisis

  By Ellen Uzelac  |  March 1, 2011