M&A By Cetera, Corient, Allworth And Beacon Pointe. Advisor Moves By Alteri Wealth, Stratos And RBC. Mercer Partners With Opto. Strategic Appointments By RWA Wealth Partners And Sequoia. And Pat McHugh Of CWC Is Our Newest Recruiter Of The Month.
Plus Our Deals & Recruiting And Wealthtech Roundups, A Digital Estate Planning Partnership, Serving UHNW Clientele, Overcoming Growth Bottlenecks, A Marketing And Tech Disconnect, WEG’s Acquisition, Stratos’ Recruit And Realta’s New COO
Q&A With Jason Broder Of iCapital – Our Wealthtech Leader Of The Month – And Product News Featuring Addepar And Corient, Wealth.com And Facet, FusionIQ And Interactive Brokers Canada, Flourish And RightCapital, Envestnet And Salesforce, Docupace, BetaNXT, Asset-Map And Pershing.
