JANUARY 21, 2020

INDUSTRY

DeVoe: RIA M&A Could Hit Over 40 Transactions Per Quarter in 2020

Erick Bergquist

The pace of deals will rapidly escalate this year, even as the size of acquired firms is falling, predicts DeVoe & Co. RIAs and consolidators are leading buyers, as banks seem to be backing away from the market.

FULL ARTICLE

ESTATE PLANNING

Inheriting Retirement Benefits after the SECURE Act

Kelly J. Guarino

What planners need to know.

FULL ARTICLE