Chris Latham

Wealthtech Roundup: Axos, Black Diamond, Flourish, TradePMR And More

Q&A With David Crow Of Axos – Our Wealthtech Leader Of The Month – And Product News Featuring TradePMR, Wealth.com, Luma, Osaic, Black Diamond, Flourish, Communify Fincentric, PureFacts And Advyzon Investment Management.

By Chris Latham

/ 25 Nov 2024

David Crow, EVP and Head of Axos Clearing

Deals & Recruiting Roundup: CAPTRUST, Integrated Partners, Miracle Mile And More

M&A By CAPTRUST, Mercer, Waverly, Allworth And Creative Planning. Recruitments By Integrated Partners, Fifth Third, Avantax And RBC. Miracle Mile Opens Chicago Office. Wealthspire Launches Art InSpired. EP Wealth Appoints Jorge Bernal As COO.

By Chris Latham

/ 18 Nov 2024

Deals & Recruiting Roundup: CAPTRUST, Integrated Partners, Miracle Mile And More

Investments Roundup: Franklin Templeton, Capital Group, Credent, AXA And More

Q&A With David Mann Of Franklin Templeton – Our Investments Solutions Leader Of The Month – And Product News Featuring Capital Group, TradingBlock, Credent, GeoWealth, CAIA, State Street, AXA, Cerulli, HFR And J.P. Morgan.

By Chris Latham

/ 12 Nov 2024

David Mann, Head of ETF Product & Capital Markets, Franklin Templeton

Deals & Recruiting Roundup: B. Riley, Emigrant, Wilmington Trust, Rockefeller And More

M&A By B. Riley, Aspen Standard, Emigrant, Focus, EP Wealth And WEG. Recruitments By Rockefeller, Bison And Cyndeo. Wilmington Trust Appoints Lisa Roberts As Head Of Wealth Management. Indivisible Partners And THECE Wealth Management To Launch.

By Chris Latham

/ 12 Nov 2024

Deals & Recruiting Roundup: B. Riley, Emigrant, Wilmington Trust, Rockefeller And More

WSR Names 2024 Top Wealth Management Storytellers To IMAGE 10

AcquireUp, Craft & Capital, Ficomm, Future Proof, Gregory FCA, Haven Tower, Impact Communications, JConnelly, StreetCred PR And Technology Tools for Today (T3) Are The 2024 Roster Of The IMAGE 10: Top Wealth Management Storytellers

By Chris Latham

/ 12 Nov 2024

WSR Names 2024 Top Wealth Management Storytellers To IMAGE 10

Deals & Recruiting Roundup: MAI, Cresset, Mariner, Kestra, RBC And More

M&A By Hightower, Mariner, Lido, MAI And Cerity. Recruitments By Kestra, Compound, Homrich Berg And RBC. Cresset Appoints Jessica Malkin As Chief Growth Officer.

By Chris Latham

/ 5 Nov 2024

Patrick Gingras, Market Leader and Regional President, MAI Capital Management; Jessica Malkin, Chief Growth Officer and Executive Managing Director, Cresset; Eric Lyon, Senior Managing Dir...

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Emigrant Partners, Genstar Capital, Motive Partners, Parthenon Capital Partners And Reverence Capital Partners Are The Inaugural CAP 5: Top Private Equity And Capital Growth Partners

By Chris Latham

/ 29 Oct 2024

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Wealthtech Roundup: Amplify, Surge Ventures, Farther, PensionPro And More

Q&A With Vickie Lewin Of Amplify – Our Wealthtech Leader Of The Month – And Product News Featuring Smarsh, PensionPro, Surge Ventures, CapIntel, Sycamore, Commonwealth, Praxis, Farther, FusionIQ, Facet And F2 Strategy.

By Chris Latham

/ 28 Oct 2024

Vickie Lewin, Chief Growth Officer, Amplify Technology

Deals & Recruiting Roundup: Mercer, Hightower, Realta, Modern Wealth And More

M&A By Hightower, Lido, Waverly, Modern, LMP And Greenwood Gearhart. Rockefeller Recruits From Merrill. Strategic Appointments By Realta And LPL. GoalVest Advisory Launches Venture Growth Fund. Morgan Stanley Releases Investor Survey. And Martine Lellis Of Mercer Advisors Is Our Newest Recruiter Of

By Chris Latham

/ 28 Oct 2024

Martine Lellis, Principal, M&A Partner Development, Mercer Advisors

Deals & Recruiting Roundup: Kestra, Raymond James, Beacon Pointe, XYPN And More

ECHELON Partners Releases Its 3Q24 RIA Report. M&A By Stone Point, Pathstone, Beacon Pointe, Naviter, Carson And AlphaCore. Recruitments By Raymond James, Journey And Avantax. XYPN Adds Corporate RIA Model. World Investment Advisors Adds Raymond James As A Custodian.

By Chris Latham

/ 21 Oct 2024

Deals & Recruiting Roundup: Kestra, Raymond James, Beacon Pointe, XYPN And More

Carson Group Acquires $1 Billion Sweet Financial Partners

12-Person Team Based In Fairmont, Minnesota, Is Carson’s Second Largest Deal To Date

By Chris Latham

/ 16 Oct 2024

Bryan Sweet, Managing Partner and Wealth Advisor, Sweet Financial Partners; and Burt White, CEO, Carson Group

Investments Roundup: Tradr ETFs, Capital Group, First Eagle, J.P. Morgan And More

Q&A With Matt Markiewicz Of Tradr ETFs – Our Investments Solutions Leader Of The Month – And Product News Featuring Capital Group, Opto, iCapital, Easterly, Commonwealth, TradingBlock, First Eagle, Morningstar, Cerulli, HFR And J.P. Morgan.

By Chris Latham

/ 16 Oct 2024

Matt Markiewicz, Head of Product and Capital Markets, Tradr ETFs

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Carson Group Acquires $1 Billion Sweet Financial Partners

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