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Private Wealth Daily
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David DeVoe

In network coverage since August 31, 2026 · 5 stories
Network coverage
The Close

DeVoe says RIA deal announcements fell 19%, threatening a seven-quarter record

A six-to-eighteen-month lag between deciding to sell and announcing a deal means the 2025 tariff shock and 2026 Iran conflict are only now showing up in the data.
Succession & selling a firm · Sep 25The RIA deal dip is a seller's calendar problem
Succession & selling a firm · Sep 24A soft RIA deal quarter tells sellers about 2025, not 2027
M&A · Sep 24The Q3 deal drop is a 2025 decision with 2027 consequences
The Close · Aug 31Wealthier advisors, unhappier jobs: the real exit is the title
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