Articles tagged "Dave DeVoe"
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Another A-list RIA Schwabbie lands on his feet -- this time at DeVoe & Co. -- after TD Ameritrade merger displacement of 2,000-plus
Tony Parkin takes the reins as president of the San Francisco M&A shop and reunites with ex-Schwab boss who left 14 years ago
May 10, 2024 at 1:29 AM
Buckingham becomes KKR-fueled, check-listed M&A 'machine' that now feeds on BAM TAMP clients
The Focus Financial-owned DFA RIA faces hazards of going '100 miles per hour' but Buckingham CEO Adam Birenbaum has no fear
March 2, 2018 at 9:28 PM
Roll-ups are off at an acquisition clip in 2015 as $2 billion washes over the transom in a single week
Focus follows Dynasty into Canada as the three big aggregators toggle between organic and inorganic growth
April 17, 2015 at 6:20 PM
As Boston Private and Banyan Partners merge, the Big Three roll-ups become the Big Four
Banyan's Peter Raimondi will lead the combined entity that could morph into a fearsome acquirer
