Latest News from WSR

How To Make Your Compliance Department A Strategic Partner

Concurrent CCO Describes A Collaborative Approach To Compliance And Three Steps To Establish A Compliance-As-Partner Culture

By Janeesa Hollingshead

/ 11 Mar 2024

Courtney Haddad, Chief Compliance Officer, Concurrent Investment Advisors

RFG Advisory Adds Industry Veteran Abby Salameh

Salameh Previously Served As Chief Marketing Officer, Head Of Strategic Partnerships And Managing Director of CAIS IQ

By Jeff Berman

/ 11 Mar 2024

RFG Advisory Adds Industry Veteran Abby Salameh

MMI’s Academy To Support NexGen Investment Professionals

Money Management Institute Partners With NYU Stern To Provide Graduate-Level Program

By Janeesa Hollingshead

/ 11 Mar 2024

Tim Williams, Director of Education Initiatives, Money Management Institute; Craig Pfeiffer, President & CEO, Money Management Institute

Osaic Picks Up Cornerstone Advisors From Cetera

Cornerstone Founder James Benson And His Team Oversee Almost $360 Million In Client Assets.

By Jeff Berman

/ 7 Mar 2024

James P. Benson II, Founder of Cornerstone Advisors; Kristen Kimmell, Executive Vice President Business Development at Osaic

Bold Moves Into The Digital Wealth Management Frontier

Arete And FusionIQ CEOs Discuss Their Partnership And Its Benefits For Financial Institutions And Retail Investors

By Michael Madden

/ 7 Mar 2024

Bold Moves Into The Digital Wealth Management Frontier

Modern Wealth Buys $1.2 Billion Beltz Ianni

Through The Acquisition, Its Sixth In Under A Year, Modern Wealth Has Added A Retirement Plan Advisory Business.

By Jeff Berman

/ 6 Mar 2024

Modern Wealth Buys $1.2 Billion Beltz Ianni

Marshall Wealth Rebrands To Novus Wealth

Marshall Wealth Selects The Name ‘Novus’ To Reflect The Future Of Both The Firm And Its Clients

By Michael Madden

/ 6 Mar 2024

Brad Marshall, Founder, Novus Wealth Group

Thriving In An Environment Of Inorganic Growth

Data And Tech Stacks, Forming Ensembles, Wealthtech News, Deals & Recruiting, Great Books, Nesvold’s New Role, Diversify’s Hire And Vestmark’s Partnership With Invesco

By Larry Roth

/ 5 Mar 2024

Thriving In An Environment Of Inorganic Growth

Wealthtech Roundup: Kwanti, F2, Vestmark, PreciseFP, AdvicePay And More

Christophe Gauthron Of Kwanti Is Our Newest Wealthtech Leader Of The Month. F2 Strategy Acquires SKY Marketing Consultants. Vestmark Partners With Invesco To Reach More RIAs. PreciseFP Integrates With Income Lab On Retirement Plan Creation. AdvicePay Integrates With eMoney Advisor. And Much More!

By Chris Latham

/ 5 Mar 2024

Wealthtech Leader of the Month Christophe Gauthron, Founder and CEO, Kwanti

Deals & Recruiting Roundup: Focus, Cetera, Emigrant, Integrated Partners And More

Focus To Merge GW & Wade With The Colony Group. DeVoe On Looming Succession Crisis. Integrated Partners Brings On CoFi Advisors. Cetera’s ‘Growth Guarantee.’ Diamond Consultants’ Advisor Transition Report. LPL Partners With Wintrust. Emigrant Appoints Liz Nesvold As Chair. Diversify And Verdence App

By Chris Latham

/ 5 Mar 2024

Deals & Recruiting Roundup: Focus, Cetera, Emigrant, Integrated Partners And More

How To Orchestrate Data And Merge Tech Stacks

Experts From RFG, Dispatch And Modern Advise On Steps To Blend Tech Stacks For Advisory Practices And Optimize Data For Firms Seeking Inorganic Growth

By Michael Madden

/ 5 Mar 2024

How To Orchestrate Data And Merge Tech Stacks

The Benefits And Structures Of Ensemble Practices

A Practice Management Expert Unpacks Ensembles, Including Organizational Structures, How To Form Them And How They Can Help With Succession

By Michael Madden

/ 4 Mar 2024

Kenton Shirk, VP, Practice Management, Commonwealth Financial Network

Latest News from WSR

How To Make Your Compliance Department A Strategic Partner

RFG Advisory Adds Industry Veteran Abby Salameh

MMI’s Academy To Support NexGen Investment Professionals

Osaic Picks Up Cornerstone Advisors From Cetera

Bold Moves Into The Digital Wealth Management Frontier

Modern Wealth Buys $1.2 Billion Beltz Ianni

Marshall Wealth Rebrands To Novus Wealth

How To Orchestrate Data And Merge Tech Stacks

The Benefits And Structures Of Ensemble Practices

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