Latest News from WSR

How To Guide Clients On Cash Investments

Why Clients Shouldn’t DIY Their Cash Investing, And How To Identify Ideal Cash Investments And Place Them In A Portfolio

By Michael Madden

/ 15 Apr 2024

How To Guide Clients On Cash Investments

Diversify Advisor Network Adds $645 Million Firm To Partner Platform

Delaware-Based Key Advisors Transitions From Independent To Employee Model

By Michael Madden

/ 14 Apr 2024

Eddie Ghabour, Co-Founder & CEO, Key Advisors Wealth Management and Ryan Smith, Co-Founder & CEO, Diversify Advisor Network

Choreo Names Matthew Gotlin Chief Investment Officer

CIO Who Arrived As Part Of BDO USA Wealth Management Acquisition To Lead Investments For Choreo

By Michael Madden

/ 12 Apr 2024

Matthew Gotlin, Chief Investment Officer, and Larry Miles, CEO, Choreo

Surge Ventures Launches Data Integration Platform Via Kovair Acquisition

Sid Yenamandra, Surge CEO, Also Takes The Helm At Kovair In Move To Drive Innovation And Growth.

By Jeff Berman

/ 12 Apr 2024

Sid Yenamandra, CEO, Surge Ventures and Kovair

BetaNXT CTO: Don’t Rush Your AI – Plan The Long Game

Tech Expert Says Avoid The Hype, Implement AI Solutions With A Long-Term Strategy, Develop Trusted Data And Safeguard Client Privacy

By James Miller

/ 11 Apr 2024

Stratos Private Wealth Expands To New Jersey And New York

Expansion To Westchester County, New York, And Southern New Jersey Follows Push Last Year To Broaden Services To Ultra-High And High Net Worth Investors

By Janeesa Hollingshead

/ 11 Apr 2024

Stratos Private Wealth Expands To New Jersey And New York

A Better Client Experience – Driven By Wealthtech

Plus FSI’s Advocacy Initiatives, Our Weekly News Roundup, Our Guide To Regulatory Conferences, Multi-Generational Wealth, Diversity, Headwinds For RIAs, AlTi And iCapital Make Acquisitions, Sanctuary Recruits And Hires,

By Larry Roth

/ 10 Apr 2024

A Better Client Experience – Driven By Wealthtech

Cerity Partners Merging With Agility

The New York-Based RIA Will Manage About $100 Billion In Client Assets After Acquiring The Investment Outsourcing Business of Perella Weinberg.

By Jeff Berman

/ 10 Apr 2024

Kurt Miscinski, CEO of Cerity Partners, and Chris Bittman, Partner, CEO and CIO of Agility

Through Your Clients’ Eyes: Wealthtech Advances The Client Experience

Wealthtech Has Already Changed The Client Experience And Clients Demand More, Which Can Open New Opportunities For Advisors And Wealthtech Firms

By Larry Roth

/ 9 Apr 2024

Larry Roth, CEO, Wealth Solutions Report

AlphaTrAI Appoints John Sweeney As President

Fintech And Financial Veteran Who Built Fidelity Investments’ First ETF Joins AI Wealthtech Firm

By James Miller

/ 9 Apr 2024

John Sweeney, President and Bill Dwyer, CEO & Chairman, AlphaTrAI

Deals & Recruiting Roundup: Creative Planning, EP Wealth, Sequoia And More

Acquisitions By Creative Planning, EP Wealth, OneDigital And Sequoia. Recruitment By Sanctuary, Stratos And Savvy. Mindset Launches With tru Independence. Choreo, Oppenheimer And Hightower Make Strategic Appointments. Wirehouses Dominate Forbes/SHOOK Advisor Ranking.

By Chris Latham

/ 9 Apr 2024

Deals & Recruiting Roundup: Creative Planning, EP Wealth, Sequoia And More

An Overview Of FSI’s 2024 Advocacy Priorities

The Independent Contractor Classification, SEC Rulemaking, Regulation By Enforcement, Standard Of Care, And Investor Education And Protection

By WSR Newsroom

/ 8 Apr 2024

Dale Brown, President and CEO, Financial Services Institute

Latest News from WSR

How To Guide Clients On Cash Investments

Diversify Advisor Network Adds $645 Million Firm To Partner Platform

Choreo Names Matthew Gotlin Chief Investment Officer

Surge Ventures Launches Data Integration Platform Via Kovair Acquisition

BetaNXT CTO: Don’t Rush Your AI – Plan The Long Game

Stratos Private Wealth Expands To New Jersey And New York

Cerity Partners Merging With Agility

Through Your Clients’ Eyes: Wealthtech Advances The Client Experience

AlphaTrAI Appoints John Sweeney As President

An Overview Of FSI’s 2024 Advocacy Priorities

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