Latest News from WSR

Retirement Plan & Income Solutions Provider Of The Year: American Trust Retirement, Integrated Partners And Sound Income Group

American Trust Retirement, Integrated Partners And Sound Income Group Win For Retirement Plan & Income Solutions Provider Of The Year

By Chris Latham

/ 29 Jan 2024

Retirement Plan & Income Solutions Provider Of The Year: American Trust Retirement, Integrated Partners And Sound Income Group

Insurance & Annuities Solutions Provider Of The Year: AuguStar, Highland And Pacific Life

AuguStar Financial, Highland Capital Brokerage And Pacific Life Win For Insurance & Annuities Solutions Provider Of The Year

By Chris Latham

/ 29 Jan 2024

Insurance & Annuities Solutions Provider Of The Year: AuguStar, Highland And Pacific Life

Three Firms Merge Into Rebranded And Merchant-Backed Trivium

Trivium, Paradigm And Lyons & Lyons Merge And Rebrand With Capital And Strategic Support From Merchant, Demonstrate Merchant ‘Ecosystem’ Model Of M&A

By Julius Buchanan

/ 27 Jan 2024

Three Firms Merge Into Rebranded And Merchant-Backed Trivium

With T3 And FSI OneVoice, It’s Conference Time Again!

Plus Deals & Recruiting, Insurtech Gaps, Video Marketing, Commonwealth’s 2024 Market And Economic Outlook, An Annuities Platform Launch, Wealthtech Marketing, Survey Results, Haven Tower Enters Marketing, AI Introduces Assets And CogniCor Teams With Microsoft

By Larry Roth

/ 25 Jan 2024

With T3 And FSI OneVoice, It’s Conference Time Again!

Haven Tower Adds Marketing Platform To Provide Outsourced CMO Services

Boutique Wealth Management Communications Firm Expands Offerings With New Platform

By James Miller

/ 25 Jan 2024

Joseph Kuo, Founder & CEO, Haven Tower Group; Katherine Paulson, Partner & Head of Digital Marketing Strategies, Haven Tower Group and Managing Partner, Haven Mark Partners

Snappy Kraken Previews Digital Marketing Strategy Report

Wealthtech Marketing Firm’s Upcoming Report To Highlight Importance Of And Strategies For Email, Video And SEO

By Janeesa Hollingshead

/ 23 Jan 2024

Robert Sofia, CEO, Snappy Kraken; Angel Gonzalez, CMO, Snappy Kraken

Commonwealth's 2024 Market & Economic Outlook

Commonwealth’s SVP, Investment Management and Research, Peter Essele, shares his insights on the 2024 market and economic outlook with our CEO, Larry Roth. Essele sees a “Goldilocks economy” in 2024 and says clients should not fear elections, but instead prepare for “unknown unknowns” through a prop

By Larry Roth

/ 23 Jan 2024

Commonwealth's 2024 Market & Economic Outlook

Marcoms Roundtable: Keys To Marcoms For Wealthtech Firms

Executives From Gregory FCA, Haven Tower Group And Intention.ly Explain Marketing And Communications For Wealthtech Providers

By Janeesa Hollingshead

/ 23 Jan 2024

Marcoms Roundtable: Keys To Marcoms For Wealthtech Firms

Deals & Recruiting Roundup: Constellation, Dynasty, Oppenheimer And More

M&A By Constellation, MAI And RedBird’s Arax. Recruitments By Osaic, Atria’s Cadaret Grant And The AmeriFlex Group. Smarsh Surveys RIAs And Broker-Dealers. Integrated Teams Up With Russ Alan Prince. Procyon Partners Hires Chief Revenue Officer. Oppenheimer Appoints Public Finance Head.

By Chris Latham

/ 22 Jan 2024

Deals & Recruiting Roundup: Constellation, Dynasty, Oppenheimer And More

Bridging Gaps In Insurtech For Independent Financial Advisors

The Insurance Industry Hasn’t Invested Enough In Providing Services For Advisors’ Clients, But The Outlook Is Positive For 2024 And Beyond

By WSR Newsroom

/ 22 Jan 2024

Joslyn Druvenga, Senior Vice President, CBS Brokerage

What Took So Long? Asset Managers And Advisors Finally Find Product Alignment

Leveraging Advanced Computing, Advisors, Asset Managers And Investors Have The Opportunity To Center Themselves On Product Fit

By WSR Newsroom

/ 22 Jan 2024

CogniCor Announces Microsoft Azure OpenAI Integration

Wealthtech Firm Integrates Microsoft AI For Its Wealth Management And Insurance Digital Assistant Solutions

By Janeesa Hollingshead

/ 22 Jan 2024

Latest News from WSR

Retirement Plan & Income Solutions Provider Of The Year: American Trust Retirement, Integrated Partners And Sound Income Group

Insurance & Annuities Solutions Provider Of The Year: AuguStar, Highland And Pacific Life

Three Firms Merge Into Rebranded And Merchant-Backed Trivium

Haven Tower Adds Marketing Platform To Provide Outsourced CMO Services

Commonwealth's 2024 Market & Economic Outlook

Bridging Gaps In Insurtech For Independent Financial Advisors

What Took So Long? Asset Managers And Advisors Finally Find Product Alignment

CogniCor Announces Microsoft Azure OpenAI Integration

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