Latest News from WSR

CAIA: Hurdles Remain For Advisors Looking To Add Alts

New Report States Advisors Are Increasingly Interested In Adding Alts But Are Having Problems Integrating Them

By Jeff Berman

/ 20 Jun 2024

Aaron Filbeck, Managing Director and Head of UniFi by CAIA at CAIA Association

Crypto’s Evolution From NFTs To ETFs

Plus Our Deals & Recruiting And Investments Roundups; Benefits Of Positive Culture; Recruiting By LPL, Summit Trail And Summit Financial; Soltis’ New PE Backers; Vestmark’s Partnership With PureFacts; And MMI’s Leadership Seminar

By Larry Roth

/ 19 Jun 2024

Deals & Recruiting Roundup: Cresset, Lido, Wealthspire, Ritholtz, BNY and More

M&A By Cresset, Arax And Lido. Recruitments By LPL, Kestra, Summit Trail And Eton. Summit Financial Helps Launch SRM Private Wealth. Strategic Appointments By Focus, Ritholtz And Wealthspire. BNY’s Pershing X Enhances Wove Platform.

By Chris Latham

/ 17 Jun 2024

Deals & Recruiting Roundup: Cresset, Lido, Wealthspire, Ritholtz, BNY and More

Investments Roundup: Morningstar, RBC, Broadridge, E*trade and More

Q&A With Philip Straehl Of Morningstar – Our Investments Solutions Leader Of The Month – And Product News Featuring RBC, Broadridge, J.P. Morgan, Morgan Stanley, Prudential, Hamilton Lane, IndexIQ, Advyzon Investment Management, Envestnet, Cerulli And HFR.

By Chris Latham

/ 17 Jun 2024

Philip Straehl, Chief Investment Officer for the Americas, Morningstar Wealth

Crypto Is Back: Crypto’s Evolution And Investment Vehicles

Crypto’s Evolution Since Its 2021 Peak, The Pros And Cons Of Crypto SMAs And ETFs, And The Need To Consider Client Risk Tolerance

By Janeesa Hollingshead

/ 17 Jun 2024

Crypto Is Back: Crypto’s Evolution And Investment Vehicles

Summit Trail Advisors Picks Up $3 Billion Team From BMO

The Recruitment Strengthens The Boutique Wealth Management Firm And Dynasty Affiliate’s Presence Across The U.S.

By Jeff Berman

/ 13 Jun 2024

Jack Petersen, Managing Partner, Summit Trail Advisors

Summit Financial Picks Up $1.9B Breakaway Team From Merrill

The Addition Marks The 11th Transaction For Summit This Year

By Jeff Berman

/ 12 Jun 2024

Richard McWhorter, Managing Partner and Private Wealth Advisor, and Sandra Parracino, Partner and Director, Client Services, SRM Private Wealth

Vestmark And PureFacts Announce Strategic Partnership

Firms Team Up To Provide Enhanced Billing Solutions To Wealth And Investment Management Clients

By Michael Madden

/ 12 Jun 2024

Karl Roessner, CEO, Vestmark and Robert Madej, CEO, PureFacts Financial Solutions

WSR Honors Top Advisor Recruiters

Plus Our Deals & Recruiting Roundup, Next Gen Clients, Cash Risks, Marcoms Strategies For Recession, Mercer’s Private Investment Platform, MMI Awards Innovation, A Growth Enhancement Program, And Sanctuary’s And Stratos’ Recruiting Wins

By Larry Roth

/ 11 Jun 2024

A Positive Culture Is The Secret Sauce For Success

Nurturing A Positive Firm Ethos Improves Client Service And Employee Health, Innovation And Productivity

By WSR Newsroom

/ 11 Jun 2024

LPL Recruits Advisor From Corebridge Financial

With His Move To LPL, David Hilbig Launches Lifetime Legacy Wealth Solutions

By Jeff Berman

/ 11 Jun 2024

LPL Recruits Advisor From Corebridge Financial

Money Management Institute To Hold Annual Leadership Pathway Seminar

Event Aimed At Rising Leaders Provides Networking, Education And Professional Development

By James Miller

/ 11 Jun 2024

Craig Pfeiffer, President & CEO, Money Management Institute

Latest News from WSR

CAIA: Hurdles Remain For Advisors Looking To Add Alts

Crypto Is Back: Crypto’s Evolution And Investment Vehicles

Summit Trail Advisors Picks Up $3 Billion Team From BMO

Summit Financial Picks Up $1.9B Breakaway Team From Merrill

Vestmark And PureFacts Announce Strategic Partnership

A Positive Culture Is The Secret Sauce For Success

LPL Recruits Advisor From Corebridge Financial

Money Management Institute To Hold Annual Leadership Pathway Seminar

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