Latest News from WSR

Deals & Recruiting Roundup: World, OneDigital, CAPTRUST, Sequoia And More

M&A By OneDigital, Bluespring, Sequoia And Robertson Stephens. Recruitments by Commonwealth And Cetera. Asset Milestones By CAPTRUST And Wealthcare. Strategic Appointments By Focus And Bridgemark. Strategic Partnership By Merrill. And Troy Hammond Of World Investment Advisors Is Our Newest Recruiter

By Chris Latham

/ 5 Aug 2024

Troy Hammond, CEO, World Investment Advisors

Wealthtech Roundup: Future Proof, Docupace, RISR, BMO, InvestCloud And More

Q&A With Michael Batnick Of Ritholtz Wealth Management – Our Wealthtech Leader Of The Month – And Product News Featuring Docupace, RISR, Domain Money, iCapital, InvestCloud, The Oasis Group, Dynasty, LPL, BMO, ACA Group And BNY Pershing.

By Chris Latham

/ 5 Aug 2024

Michael Batnick, Managing Partner, Ritholtz Wealth Management

Marcoms Roundtable: Strategies For Election Season

Experts At Gregory FCA, StreetCred And Edelman Smithfield Address How Advisors Should Adjust Marcoms Strategies Over The Next Few Months Of Election Season

By Janeesa Hollingshead

/ 5 Aug 2024

Marcoms Roundtable: Strategies For Election Season

How Remote Work Affects The Competition For Top Talent

Pros, Cons And Strategic Needs Present A Complex Picture For Remote Work Environments And Recruiting

By Julius Buchanan

/ 5 Aug 2024

How Remote Work Affects The Competition For Top Talent

New Firm Focused On Energy Stocks Launches Its First Investment Solution

Octane Investments Launches All-Cap Value Energy ETF

By Jeff Berman

/ 5 Aug 2024

David Allen, Managing Director, Octane Investments

Commonwealth Recruits $300 Million Team From Northwest Mutual

Sentinel Advisory Group Cites Operational Control And Flexibility As The Main Factors In Its Move

By Jeff Berman

/ 1 Aug 2024

Bridgemark Continues Growth By Adding Three Recruiting Specialists

Consulting Firm Adds Jason Hawn, Timari Robison And Travis Boak

By James Miller

/ 1 Aug 2024

Jeff Nash, CEO & Co-Founder, Bridgemark Strategies

Bluespring Buys $1.35 Billion Pennsylvania Wealth Management Firm

The Addition Of Rodgers & Associates Boosts The Number Of Bluespring Partner Firms To 27

By Jeff Berman

/ 31 Jul 2024

Stuart Silverman, Chairman, Bluespring Wealth Partners

An Optimal Transition Experience Is Key In The Recruiting Process

Plus Deals & Recruiting, AI Meets M&A, Docupace’s New Investor, Clearing And Custody Needs, KKR Buys Janney, Tech Investment To Support Valuations, M&A On Track For Another Good Year And Savvy’s New Recruits

By Larry Roth

/ 30 Jul 2024

An Optimal Transition Experience Is Key In The Recruiting Process

How Wealth Management Firms Can Get The Most AI Bang For Their Bucks

Data Analytics Can Uncover Hidden Opportunities For Advisors And Their Clients, Experts Say

By Jeff Berman

/ 30 Jul 2024

Participating in a webinar on AI ROI were Craig Iskowitz, Founder and CEO, Ezra Group; Lee Davidson, Chief Data and Analytics Officer, Morningstar; Sindhu Joseph, CEO, CogniCor Technologie...

Deals & Recruiting Roundup: Janney, Waverly, Bluespring, Alpha Capital And More

M&A By Janney Montgomery Scott, Waverly Advisors And Kestra’s Bluespring. Crestline Lends To Credent. Recruitments By Alpha Capital Family Office, Avantax, LPL And Savvy. Pearl Diver Launches CLO Fund. Elevation Point Expands Leadership Team. And Morgan Stanley’s Investor Survey Sees Bullish Sentime

By Chris Latham

/ 29 Jul 2024

Deals & Recruiting Roundup: Janney, Waverly, Bluespring, Alpha Capital And More

Tech Upgrades Should Be Table Stakes In RIA M&A

Saving On Technology In The Short Term May Be Costly To Your Valuation Later

By WSR Newsroom

/ 29 Jul 2024

Latest News from WSR

How Remote Work Affects The Competition For Top Talent

New Firm Focused On Energy Stocks Launches Its First Investment Solution

Commonwealth Recruits $300 Million Team From Northwest Mutual

Bridgemark Continues Growth By Adding Three Recruiting Specialists

Bluespring Buys $1.35 Billion Pennsylvania Wealth Management Firm

How Wealth Management Firms Can Get The Most AI Bang For Their Bucks

Tech Upgrades Should Be Table Stakes In RIA M&A

3 articles left!

Just one quick step