Latest News from WSR

When It Comes To Marketing, RIAs And CRMs Are In The Same Boat

Tech Providers And RIAs Share Similar Challenges Communicating Their Value Propositions To Prospects

By WSR Newsroom

/ 29 Apr 2024

Adrian Johnstone, CEO & Co-Founder, Practifi

The Un-Unsustainability Of RIA Multiples: A Contrarian Perspective

Current Multiples Are Justified Because Of Fragmentation, Private Equity, And The Advantages Of Acquiring Talent And Clients Rather Than Recruiting Them

By WSR Newsroom

/ 26 Apr 2024

The Un-Unsustainability Of RIA Multiples: A Contrarian Perspective

PE Firm GTCR To Acquire AssetMark At $2.7 Billion Valuation

Wealthtech Firm’s Board Unanimously Approves Transaction, Which Is Expected To Close In Q4

By Jeff Berman

/ 26 Apr 2024

Revolutionizing The Advisor’s Tech Stack

Advisors Can Leverage UMAs, APIs And Data Feeds To Free Time And Improve Their Businesses

By WSR Newsroom

/ 25 Apr 2024

Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions

Essential Edge Adds Industry Veteran Alex David To Advisory Board

Three Decade Veteran Joins Advisory Board Established In February

By Michael Madden

/ 25 Apr 2024

Alex David, Division Director, Raymond James Financial Services and Sander Ressler, Co-Owner and Managing Director, Essential Edge

FIDX Desk OID Launches For Advisors

The New Outsourced Insurance Desk Makes It Easy For Advisors To Include Annuity Products, FIDX Says.

By Jeff Berman

/ 25 Apr 2024

The Full Picture For Wirehouse Advisors Today

Plus Breakaway Recruiting; News And Investments Roundups; TIFIN, Smarsh And F2 Strategy’s Appointments; Private Advisor Group On Liquidity; Audent On Student Housing; MMI’s DEI Awards; Householder’s Succession Program; And Verdence’s RIA Solutions

By Larry Roth

/ 24 Apr 2024

The Full Picture For Wirehouse Advisors Today

Cresset Adds Advisor Teams With $5 Billion From J.P. Morgan

The Two Teams Help Cresset Expand National Presence And San Francisco Footprint.

By Jeff Berman

/ 24 Apr 2024

Dagny Maidman (left) heads one of the advisor teams picked up by Cresset from J.P. Morgan, while Chris Chase

Investments Roundup: Cerulli, Fidelity, Summit, Merrill And More

Q&A With Daniil Shapiro Of Cerulli – Our Investments Solutions Leader Of The Month – And Product News Featuring Fidelity, Merrill, BlackRock, Morningstar, HFR, Summit, Simplify, Arch And Kingswood.

By Chris Latham

/ 23 Apr 2024

Daniil Shapiro, Director, Product Development, Cerulli Associates

Deals & Recruiting Roundup: Cetera, Miracle Mile, Verdence, Arax And More

M&A By Apella, Arax, Cetera And Steward Partners. Raymond James Recruits From Wirehouses. Verdence Rebrands OCIO. Householder Group Expands Membership Program. Miracle Mile And Citizens Appoint Executives. Bank Of America, Morgan Stanley, Wells Fargo And J.P. Morgan Announce 1Q Wealth Management Res

By Chris Latham

/ 23 Apr 2024

Paul Casey, Head of Wealth Management, Citizens Financial Group; Tom Taylor, Chief Sales and Growth Officer, Cetera; Haig Ariyan, CEO, Arax

Student Housing Investment Opportunities For Family Offices

Collaboration Between Family Offices And Asset Managers Is Essential In Identifying And Executing Lucrative Real Estate Opportunities

By WSR Newsroom

/ 23 Apr 2024

Paul Feinstein, CEO and Founder, Audent Global Asset Management

Rob Farmer Joins StreetCred Senior Leadership Team

The Industry Veteran Spent Most Of The Last Decade At Charles Schwab & Co.

By Jeff Berman

/ 23 Apr 2024

Rob Farmer, Senior Vice President, StreetCred PR

Latest News from WSR

When It Comes To Marketing, RIAs And CRMs Are In The Same Boat

The Un-Unsustainability Of RIA Multiples: A Contrarian Perspective

PE Firm GTCR To Acquire AssetMark At $2.7 Billion Valuation

Revolutionizing The Advisor’s Tech Stack

Essential Edge Adds Industry Veteran Alex David To Advisory Board

FIDX Desk OID Launches For Advisors

Cresset Adds Advisor Teams With $5 Billion From J.P. Morgan

Student Housing Investment Opportunities For Family Offices

Rob Farmer Joins StreetCred Senior Leadership Team

3 articles left!

Just one quick step