National Hispanic Heritage Month: ¿Por qué somos diferentes? Why are we different?

National Hispanic Heritage Month: ¿Por qué somos diferentes? Why are we different?

Among the Hispanic and Latino communities, resources are often limited when it comes to managing finances. Learning how to create a budget, save and invest doesn’t tend to be seen as a high priority. Unfortunately, financial advice is a foreign concept, believed to be...
Acquiring minds want to know: How RIAs can stimulate organic growth

Acquiring minds want to know: How RIAs can stimulate organic growth

Some of the nation’s top leaders and service providers in the registered investment adviser industry recently converged on the elegant Wynn Las Vegas resort and casino for DeVoe Elevate 2022, a two-day conference hosted by DeVoe and Company.  Known for its work in...