Julius Buchanan

Ascentix And SurgeONE.ai Host Inaugural WealthLOGIQ Leadership Event

Ascentix Plans Ongoing Series Of Private Leadership Events With WSR As Official Media Partner

By Julius Buchanan

/ 15 Sep 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai, addresses the WealthLOGIQ attendees

Patent Perspectives: Clients Crave Connection – Supporting Advisor Efforts Is Critical

Firms Should Enable Advisors To Authentically Connect With Clients In Personal Ways

By Julius Buchanan

/ 25 Aug 2025

Pat Hynes, President, Prudential Advisors

How AI Is Reshaping The Human Resources Landscape

Executives From EP Wealth, Mercer, 49 Financial, CogniCor And U.S. Executive Search Share Views About AI’s Impact On Hiring, Retention, Training And More

By Julius Buchanan

/ 22 Jul 2025

How AI Is Reshaping The Human Resources Landscape

Jolt! Conference: Branding, Client Psychology And AI’s ‘Blistering’ Change

Executives From Snappy Kraken, F2 Strategy And RFG Advisory Share Advice On Marketing, Client Behavior And More

By Julius Buchanan

/ 12 Jun 2025

Jolt! Conference: Branding, Client Psychology And AI’s ‘Blistering’ Change

Jolt! Conference: AI Focus And Snappy Kraken’s Lead Toolkit Launch

‘Protect Yourself Against Irrelevance’ Says AI Panelist As Snappy Kraken’s Jolt! Conference Kicks Off With AI Tools And Implementation, Plus The Firm’s Growth Suite Launch

By Julius Buchanan

/ 11 Jun 2025

Jolt! Conference: AI Focus And Snappy Kraken’s Lead Toolkit Launch

CEOs Address Importance Of Financial Services Advocacy

CEOs Of FSI, Lincoln And Docupace Address Long-Term Advocacy, Current Issues And Regulator Education At FSI’s Forum & Capitol Hill Day

By Julius Buchanan

/ 22 May 2025

CEOs Address Importance Of Financial Services Advocacy

FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

FSI Event Addresses Next Gen, Congress, Tax Reforms, Regulatory Initiatives, Proposed Rules, AI, ‘Regulation By Enforcement’ And More

By Julius Buchanan

/ 21 May 2025

FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

Ryan Marcus Discusses Growth Strategy In Binah C-Suite Role

Binah’s New Chief Business Development And Engagement Officer Describes His Approach To The Firm’s Broker-Dealers, Organic And Inorganic Growth Plans, And How MarketCounsel Prepared Him For The Role

By Julius Buchanan

/ 12 May 2025

Ryan Marcus, Chief Business & Engagement Officer, Binah Capital

The CEO Who Fled Through The Bathroom Window And Other War Stories

The Second Installment Of Brian Hamburger’s ‘War Stories Of The Past 25 Years’ Reviews Compliance Innovation, The Evolution Of Compliance Priorities And Exams, And War Stories With Lessons Learned

By Julius Buchanan

/ 30 Apr 2025

Brian Hamburger, Founder, President & CEO, MarketCounsel, and Founder & Chief Counsel, HamburgerLaw

WSR Honors PRO 4: Top Wealth Management Professional Services Firms

WSR Honors Essential Edge, Intention.ly, Lone Willow Advisors And Seward & Kissel In Its Third Annual Recognition Of Specialist Firms

By Julius Buchanan

/ 29 Apr 2025

WSR Honors PRO 4: Top Wealth Management Professional Services Firms

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

Acquisitions By Wealth Enhancement, Mercer, LPL And Cerity. M&A Reports By DeVoe And Advisor Growth Strategies. Recruiting By Kestra, MAI Capital, Equitable And NewEdge. Wealth.com Partners With Cetera. Osaic Appoints General Counsel.

By Julius Buchanan

/ 8 Apr 2025

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

WSR Names CFO 5 – Top Wealth Management CFOs

WSR Recognizes CFOs From From Binah, Perigon, Docupace, Cerity And Orion In Third Annual CFO 5

By Julius Buchanan

/ 1 Apr 2025

WSR Names CFO 5 – Top Wealth Management CFOs

Ascentix And SurgeONE.ai Host Inaugural WealthLOGIQ Leadership Event

Patent Perspectives: Clients Crave Connection – Supporting Advisor Efforts Is Critical

How AI Is Reshaping The Human Resources Landscape

CEOs Address Importance Of Financial Services Advocacy

FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

Ryan Marcus Discusses Growth Strategy In Binah C-Suite Role

The CEO Who Fled Through The Bathroom Window And Other War Stories

WSR Honors PRO 4: Top Wealth Management Professional Services Firms

WSR Names CFO 5 – Top Wealth Management CFOs

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