David DeVoe Reveals The Top Wealth Management M&A Trends Of 2023

Chris Latham, Deputy Managing Editor, Wealth Solutions Report

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 

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