Latest News from WSR

Savvy AUM Surpasses $700 Million After Adding Six More Advisors

Savvy Advisors Now Has 30 Wealth Managers And Continues To Actively Recruit Advisors, It Says.

By Jeff Berman

/ 26 Jul 2024

Six more advisors joined Savvy: Alex Austin, Brad Morgan,, Brian Boswell, Colin Farr, J. Nick McLaughlin and Michaela Sullivan. Not pictured: J. Nick McLaughlin

KKR To Buy $150 Billion Janney Montgomery Scott

The Acquisition Is Expected To Close In The Fourth Quarter Of 2024

By Jeff Berman

/ 25 Jul 2024

Tony Miller, President, Janney Montgomery Scott

Four Essential Qualities For The Right Custodian Or Clearing Firm

RIAs Need Services With Greater Efficiency, Transparency, Customization, Automation And Scalability

By WSR Newsroom

/ 24 Jul 2024

Michael Carroll, Chief Revenue Officer, Velox Clearing

How To Leverage AI In M&A Transactions

How Buyers And Sellers Can Employ AI In Due Diligence, Risk Analysis, Identifying Opportunities And More

By Michael Madden

/ 24 Jul 2024

Gabe Rissman, Co-Founder & President, YourStake

Making The Move Memorable For All The Right Reasons

Under-Utilized And Under-Appreciated Transition Services

By Janeesa Hollingshead

/ 24 Jul 2024

Making The Move Memorable For All The Right Reasons

Genstar Capital Makes Majority Investment In Docupace

FTV Capital Remains Invested In The Provider Of Back-Office Software

By James Miller

/ 24 Jul 2024

ECHELON: Industry Transactions On Track To Be Up 3.4% From 2023

But Quarterly Wealth Management M&A Deal Volume Declined For The Second Straight Quarter, In Line With Historical Results For The Period.

By Jeff Berman

/ 24 Jul 2024

Dan Seivert, Managing Partner and CEO, ECHELON

We Look Back At The First Half Of 2024

Plus Our Deals & Recruiting And Investments Roundups, IiO’s Award Finalists, Integrated Partners Teams With Wealth.com, World Acquires $3.5 Billion Firm, Reducing Risk And Serenus’ Launch

By Larry Roth

/ 24 Jul 2024

Half Year In Review: Top 10 Articles Of The First Half Of 2024

Our Top 10 Articles Of The First Half Of 2024 Include Awards, Conferences, Expert Analysis, Wealthtech And More

By Jeff Berman

/ 22 Jul 2024

Half Year In Review: Top 10 Articles Of The First Half Of 2024

Deals & Recruiting Roundup: CW Advisors, Prospera, RFG, Lido And More

M&A By CWA, Focus, World Investment Advisors And Modern Wealth. Recruitments By Avantax, Arkadios, Prospera And RBC. Serenus Launches With $1.2 Billion. Integrated Partners Teams With Wealth.com. Strategic Appointments By Lido And RFG.

By Chris Latham

/ 22 Jul 2024

Investments Roundup: Harris, iCapital, CAIA, Abacus Life, Kingswood And More

Q&A With Rana Wright Of Harris / Oakmark – Our Investments Solutions Leader Of The Month – And Product News Featuring Morningstar, iCapital, Raymond James, Abacus Life, BlackRock, T. Rowe Price, CAIA, Kingswood, Franklin Templeton, Cerulli And HFR.

By Chris Latham

/ 22 Jul 2024

Rana Wright, Partner and Chief Legal and Administrative Officer, Harris | Oakmark

How To Limit Portfolio Risk With Structured Notes

Advisors May Assuage Clients’ Concerns About A Potential Election Year Increase In Volatility By Incorporating Structured Notes In Portfolios

By WSR Newsroom

/ 22 Jul 2024

How To Limit Portfolio Risk With Structured Notes

Latest News from WSR

Savvy AUM Surpasses $700 Million After Adding Six More Advisors

KKR To Buy $150 Billion Janney Montgomery Scott

Four Essential Qualities For The Right Custodian Or Clearing Firm

How To Leverage AI In M&A Transactions

Making The Move Memorable For All The Right Reasons

Genstar Capital Makes Majority Investment In Docupace

ECHELON: Industry Transactions On Track To Be Up 3.4% From 2023

Half Year In Review: Top 10 Articles Of The First Half Of 2024

How To Limit Portfolio Risk With Structured Notes

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