Latest News from WSR

Next Gen Clients Are Waiting To Hear From Us

Plus Deals & Recruiting And Investments Roundups, Serving Elderly Clients, Client Retention During M&A, Reality After Recruiting, Converting Leads, Private Markets, Ethical AI, Savvy’s Recruits, Hightower’s Latest Stake, And Haven Tower’s Board Addition

By Larry Roth

/ 18 Sep 2024

Next Gen Clients Are Waiting To Hear From Us

The Proliferation Of Upstart Boutique Wealth Management M&A Firms

Experts From SEIA, AlphaCore, DeVoe, Turkey Hill, Hue Partners And Lone Willow Discuss What’s Behind The Rise Of New M&A Shops, And Where The Market Is Headed

By Larry Roth

/ 17 Sep 2024

Larry Roth, CEO, Wealth Solutions Report

Wealth.com Closes $30 Million Funding Round Led By GV (Google Ventures)

Alphabet Venture Capital Subsidiary GV Led The Series A Funding Round Designed To Enhance AI Estate Planning

By Jeff Berman

/ 17 Sep 2024

Rafael Loureiro, CEO and Co-Founder, Wealth.com

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

How AI Can Be Leveraged For Clients While Maintaining Ethical Standards

AI Tools Can Enhance Wealth Managers’ Ability To Reflect Clients’ Personal Needs And Goals In Investment Strategies And Provide Greater Transparency In Values Investing

By Jeff Berman

/ 16 Sep 2024

Gabe Rissman, Co-Founder & President, YourStake

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

Why Financial Advisors Struggle To Convert Digital Leads

Use Successful Strategies For Follow-Up, Conversation And Online Credibility, And Emphasize Quality Over Quantity Of Leads

By WSR Newsroom

/ 16 Sep 2024

Marcoms Roundtable: Strategies For Advisors To Reach Next Gen Prospects

Marcoms Experts At Intention.ly, Craft & Capital And Impact Communications Discuss The Importance Of Embracing Industry Tools And More

By Jeff Berman

/ 15 Sep 2024

Marcoms Roundtable: Strategies For Advisors To Reach Next Gen Prospects

Hightower Invests In And Onboards $2.3 Billion Florida RIA

Charles D. Hyman & Co. Is Hightower’s Latest Transaction

By Jeff Berman

/ 13 Sep 2024

Former FSI Executive Joins Haven Tower Board

Paulitz Brings Decades Of Experience On Capitol Hill To New Role

By James Miller

/ 13 Sep 2024

Chris Paulitz, Consultant, Disability Specialists, and Board Member, Haven Tower Group

Considering Offering Private Market Access? First, Check Your Capabilities.

As Private Assets Move In Reach Of More Investors, Advisors Need To Learn And Prepare

By WSR Newsroom

/ 12 Sep 2024

Mark Biegel, Managing Director, Wealth Management, Choreo

How Advisors Can Rise To The Occasion For Elderly Clients

SEIA Senior Partner Discusses Serving Solo Elderly Clients, Preventing Elder Abuse And How To Approach Successor Decision-Makers

By Janeesa Hollingshead

/ 12 Sep 2024

Tom West, Senior Partner, Signature Estate & Investment Advisors

Latest News from WSR

The Proliferation Of Upstart Boutique Wealth Management M&A Firms

Wealth.com Closes $30 Million Funding Round Led By GV (Google Ventures)

How AI Can Be Leveraged For Clients While Maintaining Ethical Standards

Why Financial Advisors Struggle To Convert Digital Leads

Marcoms Roundtable: Strategies For Advisors To Reach Next Gen Prospects

Hightower Invests In And Onboards $2.3 Billion Florida RIA

Former FSI Executive Joins Haven Tower Board

Considering Offering Private Market Access? First, Check Your Capabilities.

How Advisors Can Rise To The Occasion For Elderly Clients

3 articles left!

Just one quick step