Latest News from WSR

Oasis Group Studies Custodians In First Report Of New Research Series

The Consultancy Firm Also Releases Second AI WealthTech Map For Advisors

By Jeff Berman

/ 27 Aug 2024

John O’Connell, CEO and Founder, The Oasis Group

Four Tips For Advisors Getting Close To Retirement

Advisors Should Take Steps To Prepare For The Emotional Aspects Of Retirement

By WSR Newsroom

/ 26 Aug 2024

Casey Jorgensen, Head of the Dynasty Institute for Adaptive Leadership, Dynasty Financial Partners

RBC Expands In Ohio With Pickup Of Morgan Stanley Advisor Team

The Paradigm Group Managed About $693 Million In Client Assets At The Wirehouse

By Jeff Berman

/ 23 Aug 2024

Kyle McLaughlin, Managing Director - Private Wealth Advisor, RBC Wealth Management

AlphaTrAI Acquires Anchor Advisory Services

Transaction Is Expected To Elevate Tech-Enabled Sales Support For Wealth And Asset Management Firms

By Michael Madden

/ 23 Aug 2024

Invest In Others Names 10 Firms To Charitable Champions List

The Charitable Foundation Recognizes The Advisory Firms For Giving Back To Their Communities

By Jeff Berman

/ 23 Aug 2024

Regtech Surge: Five Steps To Make Compliance A Strategic Advantage

Compliance Doesn’t Have To Be A Boring Obligation – It Can Put Your Firm Ahead Of The Competition

By WSR Newsroom

/ 22 Aug 2024

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Rise Growth Partners Makes Its First RIA Minority Investment

The Joe Duran-Led Firm Has Taken A Stake In Bleakley Financial Group To Drive Its National Expansion

By Jeff Berman

/ 21 Aug 2024

Joe Duran, Managing Partner, Rise Growth Partners

Design Thinking: Humans At The Center Of Advisor Software Development

When financial advisors enter into a new client relationship, they don’t immediately start investing their clients’ assets. They don’t jump into creating a holistic financial plan. And they

By WSR Newsroom

/ 21 Aug 2024

How Small Firms Can Overcome Size, With Exceptional Advisor Service

Plus Our Investments Roundup, Deals & Recruiting Roundup, Snappy Kraken’s Enterprise Offering, Summit’s Equity Stake, WIA’s New CFO, NewEdge’s Growth Streak, Crux’s Breakaway, Sanctuary’s CAIA Partnership, FusionIQ’s interVal Partnership And Addressing The Top Priorities Of Business Owner Clients.

By Larry Roth

/ 21 Aug 2024

How Small Firms Can Overcome Size, With Exceptional Advisor Service

Investments Roundup: Bennyhoff, Janus, VanEck, Conway, Barclays And More

Q&A With Don Bennyhoff Of Bennyhoff & Co. – Our Investments Solutions Leader Of The Month – And Product News Featuring LPL, Janus Henderson, Simplify, VanEck, AssetMark, Octane, Conway, Opto, Cerulli, HFR, Goldman Sachs And Barclays.

By Chris Latham

/ 19 Aug 2024

Deals & Recruiting Roundup: CV Advisors, Ashton Thomas, NewEdge And More

M&A By Summit Financial And Crux Wealth Advisors. Recruitments By Equita Financial Network, Commonwealth, Summit Trail, Ashton Thomas, CV Advisors, NewEdge Wealth, Ameriprise And &Partners. World Investment Advisors Appoints New CFO. Partnerships By Sanctuary With CAIA Association, And Axtella With

By Chris Latham

/ 19 Aug 2024

Deals & Recruiting Roundup: CV Advisors, Ashton Thomas, NewEdge And More

Snappy Kraken Launches Enterprise-Level Advisor Growth, Marketing Platform

While Unveiling Snappy Kraken Enterprise, The Martech Firm Also Announces Three Strategic Appointments And A Promotion

By Jeff Berman

/ 15 Aug 2024

Robert J. Sofia, Chairman & CEO, Snappy Kraken

Latest News from WSR

Oasis Group Studies Custodians In First Report Of New Research Series

Four Tips For Advisors Getting Close To Retirement

RBC Expands In Ohio With Pickup Of Morgan Stanley Advisor Team

AlphaTrAI Acquires Anchor Advisory Services

Invest In Others Names 10 Firms To Charitable Champions List

Regtech Surge: Five Steps To Make Compliance A Strategic Advantage

Rise Growth Partners Makes Its First RIA Minority Investment

Design Thinking: Humans At The Center Of Advisor Software Development

Snappy Kraken Launches Enterprise-Level Advisor Growth, Marketing Platform

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