DeVoe: RIA Firms Facing Succession Planning “Crisis” As Going To Office Becomes “Life Or Death Decision” The RIA industry “is facing a potential crisis here with succession planning,” said David DeVoe, CEO and founder of DeVoe & Co.
Will COVID-19 Layoffs Unveil A New Crop Of Asset Managers? As it turns out, economic crises tend to launch new firms, but will the current economic crisis do the same?
You Can Now Take CFP Exams At Home While Monitored By Remote Proctors First it was the office, then happy hour, and now even Certified Financial Planner (CFP) exams have gone remote.
Might The Battle Over James Brown’s Estate Finally Be Coming To A Close After Nearly 15 Years James Brown died Christmas Day 2006. But almost 15 years later, litigation over his estate rages on.
More Advisors Planning to Go Independent A growing number of wirehouse advisors are decamping to RIA firms.
