Latest News from WSR

Wirehouse Liberation: The Economics Of Independence For Advisors

Breaking Away Can Result In Higher Take-Home Earnings And Better Tax Treatment For Advisors, And Advantages For Clients

By WSR Newsroom

/ 9 Jan 2024

Ed Friedman, Director of Business Development and Growth, Summit Financial

Deals & Recruiting Roundup: Savant, Mercer, Mariner, Kestra And More

2024 Gets Off To Strong Start With Acquisitions By Savant, Mercer, Mariner And Dakota Wealth. Meanwhile LPL, Kestra PWS And Fiduciary Trust International Recruit Advisors.

By Chris Latham

/ 8 Jan 2024

Deals & Recruiting Roundup: Savant, Mercer, Mariner, Kestra And More

Wealthtech Roundup: Envestnet, Smarsh, FP Alpha, Altruist And More

CapIntel Expands, Vestwell Raises $125 Million, FP Alpha Integrates With Orion, Addepar Surpasses $5 Trillion, TIFIN Integrates With BetaNXT And Franklin Templeton, Altruist Announces 6 More Integrations, Pontera Raises $60 Million, Smarsh Enhances Risk Detection And Rich Aneser Of Envestnet Is Our

By Chris Latham

/ 8 Jan 2024

Rich Aneser, Chief Strategy Officer of Envestnet

Arch Indices Partners With Quorus To Provide Indexing

Index And ETF Provider Sees Shortcomings In Passive And Active Approaches, CEO Discusses Methodology And Future Plans

By Julius Buchanan

/ 8 Jan 2024

Arch Indices Partners With Quorus To Provide Indexing

The Wide World Of Recruiting

Where We’ve Been, Where We’re Going And How We’ll Get There

By Janeesa Hollingshead

/ 8 Jan 2024

Low-Hanging Fruit To Increase Organic Growth

Catchlight Exec Explains Drivers And Barriers To Organic Growth And Methods For Advisors To Boost Organic Growth

By James Miller

/ 8 Jan 2024

Yelena Melamed, Co-Founder and Head of Product, Catchlight

Mercer Acquires $465 Million Colorado-Based Firm

Wealth Management Firm With CPA Perspective Adds To Mercer’s Colorado Presence

By James Miller

/ 4 Jan 2024

Mercer Acquires $465 Million Colorado-Based Firm

CoastalOne Rebrands As Realta Wealth

IBD And RIA Firm’s Rebrand Includes Name, Logo, Mission And Vision, While CEO And Ownership Remain Unchanged

By Michael Madden

/ 2 Jan 2024

Welcoming 2024, Plus The Best Of 2023

WSR’s Top 10 Stories For 2023, How Wealthtech Has Changed And Will Change Advisors’ Work, And Our Weekly Recruitment Roundup In the days of paper calendars, there was a

By Larry Roth

/ 2 Jan 2024

Forecasting The Next Two Decades Of Wealthtech

Iskowitz, Welsh And Wakeman Describe How Wealthtech Has Shaped The Industry And How It Will Reshape It In The Long Term

By WSR Newsroom

/ 2 Jan 2024

Forecasting The Next Two Decades Of Wealthtech

Recruitment Roundup: UBS, Cetera, Raymond James, WEG And More

UBS Recruits From J.P. Morgan, Raymond James Onboards 7 Advisors, Cetera Adds 5 Advisors, WEG Acquires 3 Firms, Wedbush Hires Dallas-Area Head And Thurston Springer Hires Former Wells Fargo Leader To Spur Growth

By Chris Latham

/ 2 Jan 2024

Recruitment Roundup: UBS, Cetera, Raymond James, WEG And More

Latest News from WSR

Wirehouse Liberation: The Economics Of Independence For Advisors

Arch Indices Partners With Quorus To Provide Indexing

The Wide World Of Recruiting

Low-Hanging Fruit To Increase Organic Growth

Mercer Acquires $465 Million Colorado-Based Firm

CoastalOne Rebrands As Realta Wealth

Top 10 WSR Articles Of 2023

Forecasting The Next Two Decades Of Wealthtech

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