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Strategic Views on Wealth Management RIA Growth, Operations, Succession Planning, and M&A

Wealth Management

By Sean Ryan  |  July 9, 2024

We sat down with esteemed guest David DeVoe, Founder and CEO of DeVoe & Company, to discuss all things RIA in the wealth management sector. Hear strategic perspectives on growth across market cycles, M&A, valuations, scale, alternative assets, technology, private equity activity, and the evolving role of banks. Listen below.

 

Solutions for Wealth Management Firms

Fulfill your clients’ financial goals with sophisticated content, research, analytics, and reports in one comprehensive platform. And to learn how generative AI can revolutionize the way you capture data, generate client-centric outputs, and integrate seamless workflows, download our webcast replay: Streamline for Success—Generative AI’s Role in Advisor Business Growth.

 

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.

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Sean Ryan, CFA

VP/Director

Mr. Sean Ryan is the VP/Director for the banking and specialty finance sectors at FactSet. In this role, he guides the development of FactSet’s deep sector offering in these areas. He joined FactSet in 2019 and prior to that, he covered bank and specialty finance stocks for brokers including Lehman Brothers and Bear Stearns and for sector-focused hedge funds FSI and SaLaurMor Capital. Mr. Ryan earned a Bachelor of Science in industrial and labor relations from Cornell University. He is a CFA charterholder.

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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.