Wealth Enhancement Group's first deal of the year—to acquire Danbury, Conn.-based Reby Advisors—is a continuation of its strategy to build local scale in major metro areas.
Not unlike clients who come to advisors for a quick fix to their financial woes and expect unrealistic returns, advisors who turn to traditional marketing to get them past growth hurdles are destined for immense disappointment.
Understanding the RIA M&A landscape is critical to any advisor contemplating a potential sale, merger, or acquisition. The DeVoe RIA Deal Book™ is delivered quarterly to provide you with the most accurate read on what is happening, why it’s happening, and what is most likely to happen next.
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