A Daily Network publication

other

DeVoe & Company

In PWD coverage since August 18, 2026 · 16+ stories

2Deals on our tracker

Deal recordFull tracker →

Sep 23, 26Deal announced — coverage

Sep 23, 26Deal announced — coverage

PWD coverage

M&A

Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned

The combined manager holds $2.6 trillion in assets, and the release claims top-ten positions in active equities, fixed income and private markets.

M&A · Sep 28DeVoe: RIA deal count down 19% in Q3 through Sept. 22

the_wrap · Sep 28Tavarez, Barnett & Steen leave UBS for Frost Investment Services

the_tape · Sep 28Frost, LPL, Modern Wealth, Merit and Keen add advisors in late September

The Close · Sep 28DeVoe says RIA deal announcements fell 19%, threatening a seven-quarter record

exit · Sep 25The RIA deal dip is a seller's calendar problem

M&A · Sep 25Deal counts fell 19%; funded buyers carried the week

exit · Sep 25In RIA sales, the entity chart beats the multiple

exit · Sep 24A soft RIA deal quarter tells sellers about 2025, not 2027

M&A · Sep 24The Q3 deal drop is a 2025 decision with 2027 consequences

M&A · Sep 23The rate hike will reprice RIA deals in cash, not multiples

M&A · Sep 3Oregon deal buys a succession plan, not a map

M&A · Aug 24The $21B RIA that says no to every buyer

exit · Aug 21A free exit score is resettling RIA prices

exit · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit

exit · Aug 18RIA deal report maps what buyers reject