Latest News from WSR

Summit Financial Picks Up Meeder’s $400 Million Wealth Management Division

Summit Financial, With Merchant Investment Management, Acquired A Significant Equity Stake In Dublin, Ohio-Based Meeder Wealth Management In Q2 2024

By Jeff Berman

/ 15 Aug 2024

Summit Financial Picks Up Meeder’s $400 Million Wealth Management Division

World Investment Advisors Names Kevin Ryan As New CFO

Appointment Of Chief Financial Officer Follows Firm’s Rebranding From Pensionmark And Acquisition Of $3.5 Billion Boston Harbor Wealth Advisors

By Chris Latham

/ 15 Aug 2024

Kevin Ryan, CFO, World Investment Advisors; Troy Hammond, Founder and CEO, World Investment Advisors

NewEdge Advisors, NewEdge Wealth Recruit Nearly $5.5 Billion In First Half

Parent Company NewEdge Capital Group, Which Services More Than $55 Billion In Client Assets, Has Reported Record Growth Each Year Since Launching In 2021

By James Miller

/ 15 Aug 2024

Rob Sechan, Co-Managing Partner of NewEdge Capital Group and CEO of NewEdge Wealth; Alex Goss, Co-Managing Partner of NewEdge Capital Group and Co-CEO of NewEdge Advisors; and Neil Turner,...

Insights And Implications From Our State Of Advisor Technology Survey

Plus My Review Of Cybersecurity And Video Interviews On Regulation And Growth, Our Deals & Recruiting Roundup, UHNW Tax Strategies, Stock Market Predictions, Fidelity Introduces Offerings, Asset Managers Step Up Resources, How To Build Trust, PreciseFP’s Referral Launch, Bennyhoff’s Fractional CIO A

By Larry Roth

/ 13 Aug 2024

$3 Billion Team Exits Raymond James, Starts Crux Wealth Advisors As Hybrid RIA

California-Based Crux Goes Fully Independent With $1 Billion In AUM, Tapping BNY Pershing As Custodian And Arete Wealth For Broker-Dealer Network

By Jeff Berman

/ 13 Aug 2024

Travis Alexander, Crux Wealth Advisors, CEO and Founder

Sanctuary, CAIA Partner To Boost Alts Investment Education For Advisors

Sanctuary Wealth AltVantage Program (SWAP) Offers Advisors Complimentary Access To Fundamentals Of Alternative Investments Certificate Program On The CAIA Association’s UniFi Platform

By Chris Latham

/ 13 Aug 2024

Sanctuary, CAIA Partner To Boost Alts Investment Education For Advisors

Solving The Organic Growth Paradox – A Video Interview With John Wernz

Why Organic Growth Slowed As Inorganic Growth Boomed, And How Firms Can Start The Organic Growth Engine Again

By James Miller

/ 13 Aug 2024

Solving The Organic Growth Paradox – A Video Interview With John Wernz

There’s No Place For Complacency – Cybersecurity Risks Continue To Grow

Wealthtech Experts Discuss The Current State Of Advisor Preparedness, Risks, Advancements, Regulatory Influences And The Next Few Years Of Cybersecurity Evolution

By Larry Roth

/ 13 Aug 2024

Larry Roth, CEO, Wealth Solutions Report

FusionIQ, interVal Partner On Advisor Tech For The Great Wealth Transfer

Partnership Aims To Grow Tech Ecosystem Available To Wealth Management Firms As Proceeds From Baby Boomer-Owned Businesses Go To Younger Generations

By Chris Latham

/ 13 Aug 2024

FusionIQ, interVal Partner On Advisor Tech For The Great Wealth Transfer

Deals & Recruiting Roundup: Corient, Focus, Journey, Carson, RBC And More

M&A By Corient, Focus, Savvy And Houlihan Lokey. Recruitments By LPL, Cetera, Journey And Carson. Partnerships By Succession Link And Chalice. Strategic Appointments By Nepsis And RBC.

By Chris Latham

/ 13 Aug 2024

Deals & Recruiting Roundup: Corient, Focus, Journey, Carson, RBC And More

How Advisors Serving Business Owners Can Drive Deeper Client Relationships

Experts From Regent, Modern And RISR Each Explain Three Keys Considerations

By Jeff Berman

/ 13 Aug 2024

How Advisors Serving Business Owners Can Drive Deeper Client Relationships

Size Does Matter—But Not In The Way You Think

On The Service Front, The Advantages Of Working With A Smaller Firm Are Not Just Evident—They Are Growing.

By WSR Newsroom

/ 12 Aug 2024

Paige Swartzendruber, Chief Business Development Officer, Berthel Fisher Companies

Latest News from WSR

Summit Financial Picks Up Meeder’s $400 Million Wealth Management Division

World Investment Advisors Names Kevin Ryan As New CFO

NewEdge Advisors, NewEdge Wealth Recruit Nearly $5.5 Billion In First Half

$3 Billion Team Exits Raymond James, Starts Crux Wealth Advisors As Hybrid RIA

Sanctuary, CAIA Partner To Boost Alts Investment Education For Advisors

Solving The Organic Growth Paradox – A Video Interview With John Wernz

There’s No Place For Complacency – Cybersecurity Risks Continue To Grow

FusionIQ, interVal Partner On Advisor Tech For The Great Wealth Transfer

How Advisors Serving Business Owners Can Drive Deeper Client Relationships

Size Does Matter—But Not In The Way You Think

3 articles left!

Just one quick step