Latest News from WSR

Industry Veteran Launches $1.2 Billion RIA In California

Kara S. Boccella Has Founded Independent Firm Serenus Wealth Advisor In Santa Monica, California.

By Jeff Berman

/ 18 Jul 2024

Industry veteran Kara S. Boccella, Founder and Managing Partner of RIA Serenus Wealth Advisors

Finalists Picked For 18th Invest In Others Awards

Winners Will Be Announced At The Invest In Others Awards Gala On Sept. 19 In Boston.

By Jeff Berman

/ 17 Jul 2024

World Investment Advisors Acquires $3.5 Billion Boston Area Firm

Acquisition Is The Firm’s Third In Nine Months And First Since Rebranding From Pensionmark

By James Miller

/ 17 Jul 2024

Troy Hammond, CEO, World Investment Advisors, and Matthew Davis, CEO, Boston Harbor Wealth Advisors

Mentoring Isn’t Just For Mentees – It Benefits All Of Us

Plus Our Deals & Recruiting Roundup, Addressing Client Longevity, Preventing Elder Abuse, Pensionmark’s Rebrand, Coldstream’s Merger, Modern’s Acquisition And Ficomm’s Predicted ‘Referral Cliff’

By Larry Roth

/ 16 Jul 2024

Mentoring Isn’t Just For Mentees – It Benefits All Of Us

Integrated Partners Advisors Gain Access To Wealth.com Estate Planning Tools

The Latest Integration Also Gives Integrated Partners Advisors A More Holistic View Of Clients’ Financial Lives

By Jeff Berman

/ 16 Jul 2024

Andree Mohr, President, Integrated Partners, and Tim White, Co-Founder and Chief Partnership Officer, Wealth.com

Kingswood U.S. Continues Buildout Of In-House Investment Banking Group

Appointment To Bolster Capital Markets Capabilities And Coverage In Asia

By Michael Madden

/ 16 Jul 2024

Tony Tian, Senior Managing Director, Investment Banking, Kingswood U.S.

Deals & Recruiting Roundup: Envestnet, Coldstream, Cerity, Rockefeller, Farther And More

M&A By Coldstream, Wealth Enhancement Group And Cerity. Envestnet Goes Private. Advisor Recruitments By Rockefeller, Cetera, LPL, Farther And Corient. Dynasty Crosses $100 Billion Threshold. Trilogy Financial Appoints Michael Serio As CIO. UBS Recruits $1.1 Billion Advisor Joshua Cummins From Merril

By Chris Latham

/ 15 Jul 2024

Deals & Recruiting Roundup: Envestnet, Coldstream, Cerity, Rockefeller, Farther And More

Early Talent Craves Mentorship: How We Can Ensure They Get It

A Mentorship Culture Can Attract, Retain And Develop Gen Z Talent

By WSR Newsroom

/ 15 Jul 2024

Luke Winskowski, President, 49 Financial

Ficomm: Digital Marketing To Be More Important To Advisors Than Referrals

Referrals Are Declining In Effectiveness As The Sole Driver Of Organic Advisor Growth, A New Survey Shows.

By Jeff Berman

/ 15 Jul 2024

Meg Carpenter, CEO, and Mary Kate Gulick, CMO, Ficomm Partners

Modern Wealth Surpasses $4 Billion In AUM With Latest Acquisition

The Purchase Of C&J Wealth Advisors Is Modern Wealth’s Ninth Acquisition In The Past 14 Months.

By Jeff Berman

/ 11 Jul 2024

Jason Gordo, Co-Founder and President, Modern Wealth Management

Age Is Just A Number. So Is Retirement Income.

How Financial Professionals Can Help Clients Navigate Both.

By WSR Newsroom

/ 10 Jul 2024

Marc Socol, Chief Revenue Officer, AuguStar Retirement

Pensionmark Embraces Parent In Rebrand To World Investment Advisors

Change Emphasizes Links To Insurance Parent And Platform For Independent Advisors

By Janeesa Hollingshead

/ 10 Jul 2024

Troy Hammond, CEO, World Investment Advisors

Latest News from WSR

Industry Veteran Launches $1.2 Billion RIA In California

Finalists Picked For 18th Invest In Others Awards

World Investment Advisors Acquires $3.5 Billion Boston Area Firm

Integrated Partners Advisors Gain Access To Wealth.com Estate Planning Tools

Kingswood U.S. Continues Buildout Of In-House Investment Banking Group

Early Talent Craves Mentorship: How We Can Ensure They Get It

Ficomm: Digital Marketing To Be More Important To Advisors Than Referrals

Modern Wealth Surpasses $4 Billion In AUM With Latest Acquisition

Age Is Just A Number. So Is Retirement Income.

Pensionmark Embraces Parent In Rebrand To World Investment Advisors

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