Latest News from WSR

How To Improve Your Service For Female Clients

Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them

/ 14 May 2024

Adrianna Stasiuk, Partner, Investment Advisor, Aaron Wealth Advisors; Daniela Pedley, Partner, Summit Trail Advisors; Caroline Wetzel, VP, Private Wealth Advisor, Procyon Partners

Deals & Recruiting Roundup: AmeriFlex, Focus, Integrated Partners, UBS And More

M&A By Focus, WEG, Osaic, LPL, Wealthspire, Carson And Dynasty-Backed DayMark. Strategic Appointments By Integrated Partners And SFA Partners. Q1 Earnings By UBS. And Thomas Goodson Of The AmeriFlex Group Is Our Newest Recruiter Of The Month.

By Chris Latham

/ 13 May 2024

Thomas Goodson, Founder and CEO, The AmeriFlex Group and the Recruiter of the Month

Digital Signature Fraud: The New Compliance Whack-A-Mole

Firms Need To Prepare For Increased Regulatory Focus And Evolving Fraud Methods For Digital Signatures

By WSR Newsroom

/ 13 May 2024

Keys To Ensure A Cultural Fit With A Prospective Buyer

Experts From Summit, Alaris And Modern Wealth Each Provide Three Keys To Ensuring Cultural Alignment Post-Transaction

By James Miller

/ 13 May 2024

Stan Gregor, CEO, Summit Financial; Jacqueline Martinez, Managing Partner, Alaris Acquisitions; Jason Gordo, President And Co-Founder, Modern Wealth Management

Dynasty Affiliate Picks Up $585 Million Advisor Team From Wells Fargo

The Veteran Advisor Team Joined The Dynasty Network As The Hofstetter Baron Group.

By Jeff Berman

/ 9 May 2024

Advisors Thomas Hofstetter and Daniel Baron, who joined RIA DayMark Wealth Partners as Hofstetter Baron Group

SFA Partners Names Michael Bryan Chief Growth Officer Of Strategic Blueprint RIA

Architect Of Osaic’s Triad Hybrid Solutions Platform To Focus On Attracting Fee-Based Independent Advisors And Growing Assets

By Janeesa Hollingshead

/ 8 May 2024

SFA Partners Names Michael Bryan Chief Growth Officer Of Strategic Blueprint RIA

Don’t Make Major Portfolio Changes Due To Election Concerns, Experts Say

Ignore Short-Term Market Volatility Concerns And Stick With Your Plan, Janus Henderson, Morningstar, UBS Experts Say.

By Jeff Berman

/ 8 May 2024

Solita Marcelli, Chief Investment Officer Americas, UBS Global Wealth Management; David Sekera, Chief U.S. Market Strategist, Morningstar Research Services; Ben Rizzuto, Wealth Strategist,...

iCapital Launches First Alts Model Portfolio

Over 100,000 US Advisors Using iCapital’s Platform Can Access New iCapital Multi-Asset Portfolio.

By Jeff Berman

/ 8 May 2024

Lawrence Calcano, Chairman & CEO, iCapital

How Advisors And RIAs Can Overcome Current Challenges

Plus Sanctuary Buys tru Independence, Our Wealthtech And News Roundups, Fidelity’s Tech Survey And SEIA’s Acquisition

By Larry Roth

/ 8 May 2024

How Advisors And RIAs Can Overcome Current Challenges

Deals & Recruiting Roundup: Sanctuary, SEIA, Avantax, Focus And More

M&A By Sanctuary Wealth, SEIA, Avantax And BIP Wealth. Recruitments By LPL Financial, Janney Montgomery Scott And EP Wealth Advisors. Strategic Hires By Focus Financial Partners And Eton Advisors. Family Office Report By J.P. Morgan.

By Chris Latham

/ 6 May 2024

Adam Malamed, CEO, Sanctuary Wealth; Brian Hughes, President, Eton Advisors; Michael Nathanson, CEO, Focus Financial Partners

Wealthtech Roundup: SMArtX, CAIS, AssetMark, Surge Ventures And More

Aaron Wormus Of SMArtX Is Our Newest Wealthtech Leader Of The Month. Partnerships By CAPTRUST With CAIS, StratiFi With Altruist, Elements With XY Planning Network. GTCR Buys AssetMark. Surge Ventures Buys Kovair. iCapital Buys Mirador. Strategic Appointments At COMPLY, F2 Strategy, Smarsh, TIFIN. FI

By Chris Latham

/ 6 May 2024

Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions

Goldman Sachs, NewEdge Address RIA Strategies Amid Market Risks

RIAs Should Boost Personalization And Adjust Their Investment Strategies To Navigate The Current Market Environment, Goldman Experts Say In Webinar With NewEdge Wealth

By Jeff Berman

/ 6 May 2024

Gregory Calnon, Co-Head of Public Investing, Goldman Sachs Asset Management (GSAM); Sylvia Yeh, Sylvia Yeh, Head of Fixed Income Wealth Solutions, GSAM; Cameron Dawson, Chief Investment Of...

Latest News from WSR

How To Improve Your Service For Female Clients

Digital Signature Fraud: The New Compliance Whack-A-Mole

Keys To Ensure A Cultural Fit With A Prospective Buyer

Dynasty Affiliate Picks Up $585 Million Advisor Team From Wells Fargo

SFA Partners Names Michael Bryan Chief Growth Officer Of Strategic Blueprint RIA

Don’t Make Major Portfolio Changes Due To Election Concerns, Experts Say

iCapital Launches First Alts Model Portfolio

Goldman Sachs, NewEdge Address RIA Strategies Amid Market Risks

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