Latest News from WSR

The Myriad Of Challenges Facing Independent Advisors In 2024

How Independent Advisors Can Overcome Headwinds In Fee Compression, Compliance, The Labor Market, Client Expectations And Technology Costs

By WSR Newsroom

/ 6 May 2024

FusionIQ Adds FIQ Freedom Solution To Its FusionIQ One Digital Platform

Newly Launched Enhancement Supports Breakaways And Includes Compliance Tools

By Michael Madden

/ 3 May 2024

Mark Healy, CEO, and John Guthery, CIO, FusionIQ

Sanctuary Wealth Shakes Up RIA Channel With Acquisition Of tru Independence

Sanctuary CEO Malamed’s Successful Deal Creates New RIA Enterprise Leader

By Janeesa Hollingshead

/ 2 May 2024

Adam Malamed, CEO, Sanctuary Wealth, and Craig Stuvland, CEO, tru Independence

SEIA To Buy $2 Billion Cleveland-Based RIA

The Transaction, Expected To Close In June, Will Expand SEIA’s National Footprint.

By Jeff Berman

/ 1 May 2024

Brian Holmes, CEO, SEIA; Cameron Stagg, Director of M&A, SEIA; and Bill Glubiak, CEO, Cedar Brook

Fidelity Report: Advisors Who Embrace Tech Are Being Rewarded

Tech-Savvy Wealth Management Firms Are Seeing Stronger Growth, Better Client Experience And Higher Advisor Satisfaction, Fidelity Says.

By Jeff Berman

/ 1 May 2024

Marissa Herr, Head of Technology Consulting, Fidelity Institutional, and Jessica Liberi, Head of Platform Technology

Honoring Top Industry CFOs And CIOs

Plus Deals & Recruiting, Practifi On Communicating Value, Gladstone On Multiples, Rise Growth On ‘Four Pillars,’ Cresset’s Recruits, StreetCred’s New SVP, Essential Edge’s Board Appointment, FIDX’s Insurance Desk, AssetMark’s Sale And More

By Larry Roth

/ 1 May 2024

WSR Honors Second Annual CFO 5 – Top Wealth Management CFOs

WSR Recognizes Executives From Realta Wealth, Lincoln Financial Network, Summit Financial, SageView And Docupace As Leading CFOs In The Wealth Management Space

By Chris Latham

/ 1 May 2024

WSR Honors Second Annual CFO 5 – Top Wealth Management CFOs

The Evolving Role Of CIOs Over The Past 15 Years

CIOs Have Increased In Importance While Outsourcing Of Investment Services Proliferates

By Julius Buchanan

/ 30 Apr 2024

The Evolving Role Of CIOs Over The Past 15 Years

WSR Honors The CIO 5: Top Wealth Management CIOs

Veteran CIOs From NewEdge, Perigon, Orion, Verdence And Dynasty Comprise WSR’s Inaugural Group Of Recognized Investment Leaders

By Janeesa Hollingshead

/ 30 Apr 2024

WSR Honors The CIO 5: Top Wealth Management CIOs

Deals & Recruiting Roundup: Fidelity, J.P. Morgan, Homrich Berg And More

Fidelity And ECHELON Partners Release M&A Reports. WEG Acquires Lynch Retirement Investment Group. Cresset, Citizens And Merrill Recruit From J.P. Morgan. LPL Gains 4 Advisors With $1.4 Billion. Strategic Appointments By Essential Edge, Concurrent, Carson Group, Homrich Berg And Cetera.

By Chris Latham

/ 30 Apr 2024

Deals & Recruiting Roundup: Fidelity, J.P. Morgan, Homrich Berg And More

Rising Capital Costs, And The Low-Down On RIA Lending

Stubbornly High Interest Rates And Other Forces Have Reshaped RIA Deal Financing

By Janeesa Hollingshead

/ 30 Apr 2024

Rising Capital Costs, And The Low-Down On RIA Lending

The Four Pillars Of Hypergrowth Every Competitive RIA Needs To Focus On

RIAs Must Make Appropriate Steps In People And Culture, Strategy, Execution And Capital To Accelerate Growth

By WSR Newsroom

/ 29 Apr 2024

Darius Mirshahzadeh, Co-Founder & Executive Managing Partner of Rise Growth Partners

Latest News from WSR

The Myriad Of Challenges Facing Independent Advisors In 2024

FusionIQ Adds FIQ Freedom Solution To Its FusionIQ One Digital Platform

Sanctuary Wealth Shakes Up RIA Channel With Acquisition Of tru Independence

SEIA To Buy $2 Billion Cleveland-Based RIA

Fidelity Report: Advisors Who Embrace Tech Are Being Rewarded

WSR Honors Second Annual CFO 5 – Top Wealth Management CFOs

The Evolving Role Of CIOs Over The Past 15 Years

WSR Honors The CIO 5: Top Wealth Management CIOs

Rising Capital Costs, And The Low-Down On RIA Lending

The Four Pillars Of Hypergrowth Every Competitive RIA Needs To Focus On

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