DeVoe & Co.

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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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  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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  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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  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.