DeVoe

Advisor Upside

The Real Problem Behind Succession Planning

The realities of an aging advisor demographic — combined with intense interest in RIA businesses from buyers — are changing the game.

5 min read

Photo by Pixabay via Pexels

Advisor Upside

M&A Hit Record Highs in 2024

There were 272 transactions last year, and that breakneck pace isn’t expected to slow down anytime soon.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.