The pace of deals will rapidly escalate this year, even as the size of acquired firms is falling, predicts DeVoe & Co. RIAs and consolidators are leading buyers, as banks seem to be backing away from the market.
The five-person Dupre Keating Group is based in Pennsylvania and will join Janney from Morgan Stanley.
Cerity Partners announced the acquisition of $1 billion AUM Sullivan & Serwitz.
A $10 billion AUM wealth management team based in Charlotte has joined UBS.
