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Advisor Innovations: Trends in RIA M&A with David DeVoe

Devoe & Co. CEO David DeVoe on what's driving the biggest changes in the RIA industry.

 

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Lpl-logo-podcast.pngSponsored by LPL Financial

Despite the pandemic, RIA mergers and acquisitions have continued at a rapid clip. 

In this episode, David Armstrong, editor-in-chief of WealthManagement.com, speaks to David DeVoe, founder and CEO of DeVoe & Company, to discuss what is changing in the industry for investment advisory firms, what firms are driving the wave of deals and the biggest risks to RIAs. 

David DeVoe

DeVoe & Company founder and CEO David DeVoe

David shares: 

  • How $1 billion-plus RIAs are driving the record-breaking activity in deals;
  • What “META” RIAs are, and how they will change the industry;
  • The percentage improvement in a firm’s valuation that comes from a mere 1% boost in growth;
  • The numbers that dispel the myth of the “seller’s market” for RIAs;
  • How his own journey as an entrepreneur began in the surf shops of Santa Barbara, Calif.

Listen to the Advisor Innovations Podcast

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