September 13, 2021

DeVoe M&A+ Succession Summit

On October 28 and 29, 2021, DeVoe & Company will host its M&A+ Succession Summit at the Four Seasons Hotel San Francisco.  Speakers will include Matthew Cooper of Beacon Pointe Advisors, Shannon Eusey of Beacon Pointe Advisors, and Bernard Clark, of Charles Schwab & Co, Inc., among others.  Topics will…

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September 3, 2021

Webinar: Clearing the Path to Securing Capital

On September 9, 2021, at 4:00 PM ET, DeVoe & Company will hold a webinar entitled “Clearing the Path to Capital.”

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July 26, 2021

RIA NextGen Ownership Webinar

On July 28, 2021, at 4:00 PM ET, DeVoe & Company will hold a webinar entitled “NextGen Ownership: The Affordability of Phased Successions.”  Speakers will include Dustin Mangone, Managing Partner and Director of Investment Advisor Services, PPCLOAN, and Brad Grubb, Managing Director, DeVoe & Company and head of…

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June 9, 2014

Gluskin Sheff to Acquire Blair Franklin

On June 2, 2014, Gluskin Sheff + Associates Inc. (OTCPK: GLUSF) announced that it had agreed to acquire Blair Franklin Asset Management Holdings, augmenting its presence in the fixed income sector.

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