Latest News from WSR

FSI’s Brown To Washington: Pass The Financial Exploitation Prevention Act

Advisors Need The Tools To Protect Seniors, Who Are A Prime Target For Scammers

By WSR Newsroom

/ 10 Jul 2024

Dale Brown, President & CEO, Financial Services Institute

Coldstream Continues Pacific NW Expansion With Arnerich Massena

The Deal Raises Coldstream’s AUM To $10 Billion And Follows Three Mergers Since 2021 Without External Private Capital Support

By Jeff Berman

/ 10 Jul 2024

Coldstream Continues Pacific NW Expansion With Arnerich Massena

Blending Recruiting And M&A Through Equity Stakes

Plus Our Wealthtech Roundup, Deals & Recruiting Roundup, Marcoms For Retirement Business, Sanctuary And tru Independence, BlackRock Buys Preqin, Stifel Launches Its Women Owners’ Network, EP Wealth’s Acquisition And AI In The Back Office

By Larry Roth

/ 9 Jul 2024

Blending Recruiting And M&A Through Equity Stakes

Deals & Recruiting Roundup: AlphaCore, Focus, EP Wealth, Cetera, BNY And More

M&A By Focus, EP Wealth And WEG. Recruitments By Cetera, LPL And Private Advisor Group. Grandview & Co. Coaching Firm Launches. Strategic Appointments By Wealthspire, AssetMark And BNY. And Aidan Walsh Of AlphaCore Is Our Newest Recruiter of the Month.

By Chris Latham

/ 8 Jul 2024

Recruiter Of The Month: Aidan Walsh, Head Of Corporate Development, AlphaCore Wealth Advisory

Wealthtech Roundup: GeoWealth, Preqin, Kovair, Syntax, Interactive Brokers And More

Q&A With Colin Falls Of GeoWealth – Our Wealthtech Leader Of The Month – And Product News Featuring Preqin, Orion, Syntax, Altruist, TIFIN Give, Kovair, Interactive Brokers, Wealth.com, Vestmark And Morgan Stanley.

By Chris Latham

/ 8 Jul 2024

Marcoms Roundtable: Strategies To Grow In The Retirement Space

Marcoms Experts At Vocatus, Ficomm And Water & Wall Describe Key Actions Advisors Must Take To Enter And Grow In The Retirement Plan Business

By Janeesa Hollingshead

/ 8 Jul 2024

Marcoms Roundtable: Strategies To Grow In The Retirement Space

Advisor Recruiting: More Large Firms Taking Equity Stakes In Smaller Firms

Advisory Firm Execs, Consultants Weigh The Pros And Cons of Larger Firms Taking Equity Stakes In Smaller Firms

By Jeff Berman

/ 8 Jul 2024

Advisor Recruiting: More Large Firms Taking Equity Stakes In Smaller Firms

EP Wealth Expands Dallas Footprint By Acquiring Sloan Investment Management

The Deal Represents The Third Purchase By EP Wealth Advisors This Year.

By Jeff Berman

/ 3 Jul 2024

Ryan Parker, CEO, EP Wealth, and Frank Sloan, who is assuming the role of Regional Director, Partner, EP Wealth

Stifel Empowering Women In Finance

Stifel Independent Advisors Launches Women Owners’ Network

By James Miller

/ 3 Jul 2024

Cindy Boyle, President, Freehold Wealth Management, and Tim Boostrom, COO, Stifel Independent Advisors

Putting AI Front And Center In Back-Office Operations

Experts From CogniCor, Docupace And Sanctuary Discuss The Demand And Uses For AI Solutions

By Michael Madden

/ 3 Jul 2024

Putting AI Front And Center In Back-Office Operations

Leads, Prospects And Converting Them Into Clients

Plus Coverage From The Morningstar Conference, Our Deals & Recruiting Roundup, Direct Indexing, Cerulli’s ETF Report, Kingswood And NewEdge Hires, Orion And SageView Launch New Solutions, Perigon’s Latest Acquisition And Kovair’s App Development Collaboration

By Larry Roth

/ 2 Jul 2024

Leads, Prospects And Converting Them Into Clients

BlackRock To Buy Private Markets Data Solutions Firm Preqin For $3.2 Billion

BlackRock To Expand Aladdin Tech Business Into Private Markets Data Segment To Reach $8 Billion Addressable Market

By Jeff Berman

/ 2 Jul 2024

Rob Goldstein, Chief Operating Officer, BlackRock, and Mark O’Hare, Founder, Preqin, who will join BlackRock as a Vice Chair after the transaction closes

Latest News from WSR

FSI’s Brown To Washington: Pass The Financial Exploitation Prevention Act

Coldstream Continues Pacific NW Expansion With Arnerich Massena

Advisor Recruiting: More Large Firms Taking Equity Stakes In Smaller Firms

EP Wealth Expands Dallas Footprint By Acquiring Sloan Investment Management

Stifel Empowering Women In Finance

Putting AI Front And Center In Back-Office Operations

BlackRock To Buy Private Markets Data Solutions Firm Preqin For $3.2 Billion

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