Chris Latham

As Contributing Editor, Chris Latham identifies wealth management trends and key players. He brings two decades of B2B financial journalism experience from InvestmentNews, Financial Times, Financial Advisor IQ, and Stephens Inc.

Deals & Recruiting

Deals & Recruiting Roundup: Cetera, Dynasty, Oppenheimer, Equitable, Realta And More

M&A By Cetera, Cresset, Allworth, Cerity, MAI, Robertson Stephens And Dynasty. Recruitments By Oppenheimer And Equitable Advisors. Strategic Appointments By Perigon And Realta. FORG Launches To Provide Advisors With Family Office Support.

By Chris Latham

/ 14 Oct 2024

Deals & Recruiting Roundup: Cetera, Dynasty, Oppenheimer, Equitable, Realta And More

Deals & Recruiting

Deals & Recruiting Roundup: TPG, Beacon Pointe, Waverly, Schwab And More

M&A By TPG, Focus, Wealth Enhancement Group, Mercer, Forsyth, Beacon Pointe, Credent And Waverly. Strategic Appointments By LPL, Schwab And The Wealth Consulting Group. Bank Of America And Wells Fargo Target Youngsters.

By Chris Latham

/ 7 Oct 2024

Deals & Recruiting Roundup: TPG, Beacon Pointe, Waverly, Schwab And More

Capital Connections

WSR Names M&A 5: Top Wealth Management M&A Professionals

WSR Recognizes Excellence In Industry Service And Leadership Of M&A Veterans From Mariner, DeVoe, Berkshire, Bluespring And Emigrant

By Chris Latham

/ 1 Oct 2024

WSR Names M&A 5: Top Wealth Management M&A Professionals

Deals & Recruiting

Deals & Recruiting Roundup: Savvy, Republic, Kingswood, NewEdge And More

M&A By Merchant, Republic, Kingswood, Summit, Focus, Avantax And The AmeriFlex Group. Recruitments By Carson, Commonwealth, NewEdge And Morgan Stanley. Strategic Appointments By Dynasty And Mercer. And GinaRose Galli Of Savvy Wealth Is Our Newest Recruiter Of The Month.

By Chris Latham

/ 30 Sep 2024

GinaRose Galli, Senior Growth Manager, Savvy Wealth

Wealthtech

Wealthtech Roundup: FP Alpha, Addepar, Pontera, eMoney And More

Q&A With Andrew Altfest Of FP Alpha – Our Wealthtech Leader Of The Month – And Product News Featuring Envestnet, Addepar, Smarsh, Pontera, Conquest, BetaNXT, Asset-Map, Flourish, eMoney And Morgan Stanley.

By Chris Latham

/ 30 Sep 2024

Deals & Recruiting

Deals & Recruiting Roundup: EP Wealth, True North, Moneta, TAG Intel And More

M&A By EP Wealth, Cerity And True North. Recruitments By Sanctuary, LPL, Cetera, Kestra, Equitable And RBC. TAG Intel Offers Geopolitical Insights To Advisors. Moneta Hires Peter Brown To Co-Lead M&A.

By Chris Latham

/ 23 Sep 2024

Deals & Recruiting Roundup: EP Wealth, True North, Moneta, TAG Intel And More

Newsmakers

Future Proof Festival Takes Center Stage For Industry Announcements

BNY Expands Alts Access For Advisors. Orion Advisor Survey Reveals Popularity Of AI. Envestnet Demos New Features For RIAs. GV (Google Ventures) Invests In Wealth.com. And Future Proof Enhances Its Own Breakthru Meetings Platform.

By Chris Latham

/ 19 Sep 2024

Future Proof Festival Takes Center Stage For Industry Announcements

Investment Solutions & Gatekeepers

Investments Roundup: IWI, BlackRock, Voya, TIAA, J.P. Morgan And More

Q&A With Investments & Wealth Institute CEO Sean Walters – Our Investments Solutions Leader Of The Month – And Product News Featuring BlackRock, Voya, TIAA, iCapital, VanEck, Simplify, Tradr ETFs, BetaNXT, Cerulli, HFR And JPM Asset Management.

By Chris Latham

/ 16 Sep 2024

Sean Walters, CEO, Investments & Wealth Institute

Deals & Recruiting

Deals & Recruiting Roundup: Hightower, RIA Circle, Cresset, Homrich Berg And More

M&A By Hightower, Confluence And Cerity. Partnerships By Commonwealth And RIA Circle. New Books By Mindy Diamond And Josh Brown. Strategic Appointments By Cresset, Compound, Robertson Stephens And Homrich Berg. And Morgan Stanley Sees Exits To Merrill Lynch, Wells Fargo And RBC.

By Chris Latham

/ 16 Sep 2024

Deals & Recruiting Roundup: Hightower, RIA Circle, Cresset, Homrich Berg And More

Deals & Recruiting

Deals & Recruiting Roundup: LPL, WEG, AssetMark, Sound Income Group And More

M&A By LPL, WEG, Mercer, Mariner, Mesirow And GTCR. Recruitments By WFA, Cetera And RBC. Sound Income Group Rebrands Consulting Unit. Catchlight Introduces Lead Routing Model. Bluespring Appoints New President.

By Chris Latham

/ 9 Sep 2024

Deals & Recruiting Roundup: LPL, WEG, AssetMark, Sound Income Group And More

Wealthtech

Wealthtech Roundup: AlphaTrAI, Nitrogen, Smarsh, Fidelity, Wells Fargo And More

Q&A With Bill Dwyer Of AlphaTrAI – Our Wealthtech Leader Of The Month – And Product News Featuring The Oasis Group, Smarsh, Wealth.com, Snappy Kraken, Nitrogen, FusionIQ, Orion, Fidelity, Elements, PreciseFP And Wells Fargo.

By Chris Latham

/ 2 Sep 2024

Deals & Recruiting

Deals & Recruiting Roundup: Equita, IEQ, Sequoia, Sanctuary, WSFS And More

M&A By IEQ Capital, Sequoia And Parkwoods. Recruitments By Sanctuary And RBC. Fintech Expansion By Surge Ventures. Strategic Appointments By Intention.ly, WSFS Bank, Wellspring, Americana Partners And Nepsis. And Bridget Venus Grimes Of Equita Financial Network Is Our Newest Recruiter Of The Month.

By Chris Latham

/ 2 Sep 2024

Bridget Venus Grimes, Co-Founder, Equita Financial Network, President, WealthChoice

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Chris Latham

WSR Names M&A 5: Top Wealth Management M&A Professionals

Future Proof Festival Takes Center Stage For Industry Announcements

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