On September 18 - 20, 2023, DeVoe & Company will hold a summit entitled “DeVoe M&A+ Succession Summit.” Speakers will include CEOs and senior executives of Beacon Pointe Advisors, Charles Schwab, LPL Advisors, Choreo, Mercer Advisors, Invesco, Wealthspire, Carson, and many others. The summit will offer guidance on selling your firm internally or externally, buying an RIA, and running a better business.
To register for the webinar: please click here.