person

Jessica Polito

Turkey Hill Management · Reported Oct 20

In network coverage since September 18, 2026 · 4 stories

Network coverage

M&A

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

DeVoe & Company's Q3 2026 Deal Book says LPL has bought more than 75 practices since 2021, and sellers above $5 billion have already set a full-year record.

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

The Close · Oct 19HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations

The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients