David DeVoe

Founder & Managing Director at DeVoe & Co
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  • Firms that attach their caboose to the Mercer train immediately benefit from the power of a $12 billion RIA. With access to a broad set of capabilities and services, clients should be sticker and the sales process with prospects should be easier.

  • With swollen coffers, banks and large financial services corporation may determine that acquiring RIAs is a good way to deploy this capital.

  • The structural changes that are driving the sales of RIAs and the natural consolidation of the industry have not changed, and M&A momentum is likely to continue. But the impact of developments like the tax law and how brokers will react to changes in the Broker Protocol remains uncertain.

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