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Corey Kupfer

In network coverage since September 25, 2026 · 5 stories

Network coverage

M&A

Deal lawyer Corey Kupfer predicts an RIA IPO within two years

Mercer Advisors refinanced $1.9 billion of private debt and Beacon Pointe closed a $1.2 billion raise, capital Kupfer links to the push toward a listing.

M&A · Oct 20LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%

exit · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

M&A · Sep 28DeVoe: RIA deal count down 19% in Q3 through Sept. 22

exit · Sep 25The RIA deal dip is a seller's calendar problem