David DeVoe

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  Angeles Investment Advisors, Carson Wealth’s Foster Launch HNW RIA

  By Joyce Hanson, AdvisorOne  |  February 8, 2012

  The new RIA plans to grow by hiring breakaway brokers “looking to build upon an exceptional brand.”

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  LPL Financial to Acquire Alternative Investment Firm Fortigent

  By John Sullivan, AdvisorOne  |  January 3, 2012

  Fortigent will continue to operate autonomously from its Rockville, Md., headquarters and its existing management team will remain in place, reporting directly to Robert Moore, LPL Financial's CFO.

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  RIA M&A Deals Near Last Year’s Record: Schwab Advisor Services

  By Joyce Hanson, AdvisorOne  |  October 10, 2011

  Despite a weak overall U.S. market for mergers and acquisitions, Schwab Advisor Services reports that 2011 is shaping up to be a banner year for M&A in the RIA industry.

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  The Mixed State of the Advisor Market

  By Melanie Waddell, AdvisorOne  |  October 1, 2011

  Recent snapshots of the advisory industry’s mergers and acquisition activity, along with new data on the growth and decline in advisory channels, show that as wirehouse advisors are slowly shrinking, the business model of choice has become being dually registered advisors.

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  Average Size of Advisor M&A Deal Jumps in Q2: Schwab

  By Melanie Waddell, AdvisorOne  |  August 17, 2011

  Newly released data from Charles Schwab Advisor Services of industry-wide M&A activity among RIAs for the first half of 2011 reveals a significant jump in the average deal size.

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  M&As for RIAs Had Record Year in 2010: Schwab Advisor Services

  By Joyce Hanson, AdvisorOne  |  February 2, 2011

  David DeVoe, Schwab Advisor Services managing director, said Schwab saw a record-breaking uptick in M&A activity among RIAs in 2010.

• Schwab Study: RIA Mergers and Acquisitions Accelerated in First Half

  By Michael S. Fischer  |  July 21, 2010

  The independent RIA industry experienced strong merger-and-acquisition (M&A) activity during the first half of 2010, according to data compiled by Schwab Advisor Services.

• Succession Planning: Pass It Forward

  By Olivia Mellan  |  July 1, 2010

  As you help your clients prepare for retirement, is that R-word beginning to push your personal buttons? To wit, isn't it time you yourself started...

• Succession Planning: Sooner Is Better

  By Michael S. Fischer  |  March 15, 2010

  Succession planning can help RIAs build strong and more valuable practices.