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Latest News from WSR

Mercer Advisors Teams With Opto To Expand Private Markets Offering

Mercer Launches Aspen Partners Platform, Giving Investors New Way To Invest In Private Assets.

By Jeff Berman

/ 4 Jun 2024

Daniel Gourvitch, President, and Donald Calcagni, Chief Investment Officer, Mercer Advisors

Education, Mentorship And Modeling Will Attract Next Gen Professionals

Being Intentional As Early As High School Math Interest And Clubs Can Help

By Julius Buchanan

/ 4 Jun 2024

Education, Mentorship And Modeling Will Attract Next Gen Professionals

WSR Honors Inaugural NEXT 5 – Top Next Gen Wealth Management Leaders

WSR Inaugural List Of Leading Next Generation Professionals Recognizes Executives From AdvizorStack, Diamond Consultants, LPL, Stratos And Berkshire Global Advisors.

By Chris Latham

/ 4 Jun 2024

WSR Honors Inaugural NEXT 5 – Top Next Gen Wealth Management Leaders

Sanctuary Wealth Adds $300 Million Wells Fargo Team

Sanctuary Partner Firm SLK Adds Los Angeles-Based Former Colleagues

By Michael Madden

/ 4 Jun 2024

Adam Weinstock, Managing Partner, and Eleanor Weinstock, Managing Director and Senior Financial Advisor, SLK Private Wealth

Organic Growth With Limited Resources

You Want Organic Growth. Your Resources Are Limited. How Do You Choose A Path Forward?

By WSR Newsroom

/ 3 Jun 2024

Yelena Melamed, Head of Product, Catchlight

Emotions, Legacy And Saying ‘No.’ – How To Support UHNW Clients

Leaders At Dynasty Affiliates Who Serve UHNW Clients Describe Their Unique Needs And How To Meet Them

By Michael Madden

/ 3 Jun 2024

Matthew Celenza, Founder And Managing Partner, Boulevard Family Wealth; Katherine Forrester Schneewind, Founder And CEO, High Note Wealth; Jerry R. Sneed, Senior Vice President, Senior Pri...

F2 Strategy: Advisors Must Improve Marketing To Achieve Organic Growth

A New F2 Strategy Report Says Advisory Firms Should Modernize Their Marketing Initiatives Using Technology.

By Jeff Berman

/ 3 Jun 2024

Doug Fritz, CEO and Co-Founder, and Liz Fritz, Co-Founder, F2 Strategy

Realta Wealth Taps John Barragan As New COO

Delaware-Based Firm Hires Former Kestra And Goldman Exec To Drive New Initiatives

By Janeesa Hollingshead

/ 2 Jun 2024

John Barragan, COO, and Kevin Keefe, CEO, Realta Wealth

Wealth Enhancement Group Adds $1.22 Billion RIA

The Financial Advisory Group Is WEG’s Fifth Acquisition So Far This Year.

By Jeff Berman

/ 30 May 2024

Richard J. Alphonso, CEO and Chairman, The Financial Advisory Group, and Jeff Dekko, CEO, Wealth Enhancement Group

Stratos Grows Close To Home

Ohio-Based Firm Recruits Cleveland-Area Spain & Smith To Its Platform

By Jeff Berman

/ 30 May 2024

Henry Spain, Managing Director & Senior Portfolio Manager, and Dayna Smith, Wealth Advisor, Spain & Smith

Wealth.com Teams With Wealthtech RIA Facet

The Partnership Provides Facet Financial Planners With Estate Planning Tools

By Jeff Berman

/ 30 May 2024

Anders Jones, CEO, and Shruti Joshi, President & COO, Facet; Tim White, Co-Founder & Chief Partnership Officer, wealth.com