RIA M&A Activity Set Record in 2024: DeVoe

Published on January 31, 2025

The 272 announced transactions in the year, including 81 in the quarter, topped the 2022 mark.

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Treasury Yields Snapshot: January 31, 2025

January 31, 2025
The yield on the 10-year note ended January 31, 2025 at 4.58%. Meanwhile, the 2-year note ended at 4.22% and the 30-year note ended at 4.83%.

Get Simple Tips for Starting Charitable Conversations

January 31, 2025
Topics and resources to help guide your clients’ charitable giving.