Latest News from WSR

Stratos Recruits $700 Million Firm From Osaic

Stratos Onboards 20-Person California Firm, Will Provide Investment Services And In-Firm Leadership Transition Support

By Julius Buchanan

/ 23 Feb 2024

Stratos Recruits $700 Million Firm From Osaic

Marcoms Roundtable: The Evolution And Future Of Marcoms

Executives From Edelman Smithfield, FiComm And StreetCred Share Views On Recent Changes In Marcoms And What Is Developing Next

By Janeesa Hollingshead

/ 22 Feb 2024

Marcoms Roundtable: The Evolution And Future Of Marcoms

Smarsh Completes TeleMessage Purchase

The Acquisition Comes As Regulatory Scrutiny Of Off-Channel Communications Grows.

By Jeff Berman

/ 22 Feb 2024

Goutam Nadella, Chief Product Officer, Smarsh; Guy Levit, ex-TeleMessage CEO and head of new Capture Mobile group, Smarsh

Even In The Digital Age, We Must Learn From The Past

Plus Our Weekly News Roundup, The Importance Of ‘Belonging,’ Media Relations, An RIA Launch, LPL’s Atria Deal, Prospera’s Recruit And Our Guide To Insurance Conferences

By Larry Roth

/ 21 Feb 2024

Even In The Digital Age, We Must Learn From The Past

Guide To Industry Conferences: Insurance

Get The Essentials On The IRI Annual Conference, Insurance Innovators USA And The LIMRA Annual Conference

By Jeff Berman

/ 20 Feb 2024

Guide To Industry Conferences: Insurance

Letting Go Of The Relationship ‘Baggage’ RIAs Carry Into Their CRMs

Changing CRMs Can Provide A Fresh Start, But Only When Advisors Don’t Re-Create Past Conditions That Made Them Unhappy And Instead Set A New Standard

By WSR Newsroom

/ 20 Feb 2024

Paige Johnson, Director of Strategic Partnerships & Alliances, Practifi

‘Belonging’ Is More Than A Buzzword

Create A Workplace Where People Belong Through Listening, Vulnerability And Collective Action

By WSR Newsroom

/ 20 Feb 2024

Shareen Luze, Head of Culture and Field Experience, RBC Wealth Management - U.S.

Deals & Recruiting Roundup: LPL, Commonwealth, Osaic And More

LPL Agrees To Acquire Atria In Mega Deal. Pathstone, Twenty Four Wealth And Perigon Also Conduct Acquisitions. Commonwealth Reports Record Annual Recruitments. Summit Financial, Nepsis, Prospera, Osaic And Sanctuary Also Recruit Advisors.

By Chris Latham

/ 20 Feb 2024

Deals & Recruiting Roundup: LPL, Commonwealth, Osaic And More

Fidelity, Schwab To Provide Custody For Newly Launched Independent RIA

The Team At New Firm Greykasell Wealth Strategies Previously Managed Over $450 Million In Client Assets.

By Jeff Berman

/ 16 Feb 2024

David Eisenhauer, Chief Wealth Strategist, Greykasell Wealth Strategies; Rohit Mahna, Head of Client Growth, Fidelity Institutional Wealth Management Services

Prospera Adds $650 Million Advisor Team

Redlands, California-Based Painter, Smith & Amberg Specializes In Wealth Management Services.

By Jeff Berman

/ 16 Feb 2024

Tarah Williams, President & COO, Prospera Financial Services; Charles Painter, President, Painter, Smith & Amberg

Four Keys For Garnering And Maintaining Positive Media Coverage For RIAs

RIAs Can Gain Positive Media Coverage By Developing Angles, Providing News Hooks, Sharing Views On Trends And Enlivening The Story

By WSR Newsroom

/ 15 Feb 2024

Sally Cates, Managing Director, PR & Communications, Dynasty Financial Partners

Advisors Must Prepare For Trillions To Change Hands

Plus Our Deals & Recruiting And Investment Roundups, E&O Insurance, Empathy In Succession Discussions, Migrating Assets From A Wirehouse, Public Finance And Financial Education

By Larry Roth

/ 14 Feb 2024

Advisors Must Prepare For Trillions To Change Hands

Latest News from WSR

Stratos Recruits $700 Million Firm From Osaic

Smarsh Completes TeleMessage Purchase

Guide To Industry Conferences: Insurance

Letting Go Of The Relationship ‘Baggage’ RIAs Carry Into Their CRMs

‘Belonging’ Is More Than A Buzzword

Fidelity, Schwab To Provide Custody For Newly Launched Independent RIA

Prospera Adds $650 Million Advisor Team

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