Latest News from WSR

Kevin Bendix Joins Diversify Advisor Network As Chief Legal Officer

Former Kirkland & Ellis Partner To Also Execute Strategic Initiatives For M&A, Advisor Growth And Technology

By James Miller

/ 29 Feb 2024

Kevin Bendix, Chief Legal Officer, Diversify Advisor Network

An Advisor’s Bookshelf: Reading Your Way To Business Innovation

Lessons From Great Books Are The Foundation For Successful Advisory Practices

By WSR Newsroom

/ 29 Feb 2024

Howard Morin, Co-Founder and Partner, Helium Advisors

Industry Veteran Named Emigrant Bank Vice Chair, Emigrant Partners Chair

Liz Nesvold Has Been In The Sector For Over 30 Years As An Advisor, Investment Banker And Executive.

By Jeff Berman

/ 29 Feb 2024

Liz Nesvold, Vice Chair of Emigrant Bank and Chair of Emigrant Partners

Recognizing Top Black Industry Leaders In Honor Of Black History Month

We Honor Exceptional Leaders And A Trailblazing Organization, Plus The Evolution Of Marcoms, Our Latest News Roundup, Smarsh’s Mobile Compliance Move And Stratos’ $700 Million Recruit

By Larry Roth

/ 28 Feb 2024

Winners of the WSR Pathfinders Awards | Top Black Industry Leaders 2024

Beyond The ‘How Often?’ Question: Building A Dynamic Financial Plan

Regular Checkups And Holistic Risk Reviews Can Help Identify Client Problems Early To Avoid Draconian Measures Later

By WSR Newsroom

/ 28 Feb 2024

Vestmark Partners With Invesco To Reach More RIAs

Advisors Using Invesco Model Portfolios Can Now Access Vestmark VAST Portfolio Management Service.

By Jeff Berman

/ 27 Feb 2024

WSR Pathfinder Awards – Top Black Industry Leaders Of 2024

Third Annual Series Of Pathfinder Awards Begins With Celebration Of Black History Month

By Julius Buchanan

/ 27 Feb 2024

Lincoln’s Walters Shares On DEI Initiatives That Yield Results

Pathfinder Winner Describes Successful DEI Programs, How He Chose Wealth Management And How Black Students And Early Career Professionals Can Develop Leadership

By Michael Madden

/ 27 Feb 2024

Edward Walters, SVP, Executive Leadership Team – Business Transformation, Lincoln Financial Group

Pathfinder Winner Joyce: ‘Have A Service Mindset’

Prudential’s Delvin Joyce Discusses Serving Minority Markets, A Passion For Financial Literacy And What Observing NFL Teammates Taught Him About Financial Advice

By James Miller

/ 27 Feb 2024

Pathfinder Winner Joyce: ‘Have A Service Mindset’

Pathfinder Winner Moore: ‘You Can’t Be What You Can’t See.’

Advisor And BLX Co-Founder Describes BLX Achievements And Methods, Advises On Industry Improvement And Provides Career Guidance For Women From Underrepresented Backgrounds

By Janeesa Hollingshead

/ 27 Feb 2024

Chloé A. Moore, Co-Founder, BLX Internship Program & Founder, Financial Staples

Pathfinder Winner: Transparent Conversation Leads To Trust And Innovation

Advisor And Business Strategist Lazetta Rainey Braxton Discusses Openness And Transparency, Her Inspiration And How Our Industry Must Develop

By Janeesa Hollingshead

/ 27 Feb 2024

Lazetta Rainey Braxton, Founder & CEO, Lazetta & Associates and Co-CEO, 2050 Wealth Partners

Deals & Recruiting Roundup: Stratos, Prospera, Dynasty And Our Recruiter Of The Month

Allianz X And Constellation Wealth Are Investing Up To $450 million In AlTi, Smarsh Completes Acquisition Of TeleMessage, Stratos Recruits Osaic/Royal Alliance Advisor Firm, BD Prospera Recruits Painter, Smith & Amberg, Dynasty Financial Names Industry Veteran As Executive-in-Residence And Tony Mont

By Jeff Berman

/ 26 Feb 2024

Our Recruiter of the Month Tony Montanari, Senior Vice President of Business Development, Prospera Financial Services

Latest News from WSR

Kevin Bendix Joins Diversify Advisor Network As Chief Legal Officer

An Advisor’s Bookshelf: Reading Your Way To Business Innovation

Industry Veteran Named Emigrant Bank Vice Chair, Emigrant Partners Chair

Beyond The ‘How Often?’ Question: Building A Dynamic Financial Plan

Vestmark Partners With Invesco To Reach More RIAs

WSR Pathfinder Awards – Top Black Industry Leaders Of 2024

Lincoln’s Walters Shares On DEI Initiatives That Yield Results

Pathfinder Winner Joyce: ‘Have A Service Mindset’

Pathfinder Winner Moore: ‘You Can’t Be What You Can’t See.’

Pathfinder Winner: Transparent Conversation Leads To Trust And Innovation

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