Latest News from WSR

Wealthtech At The Fore In 2024

My Take On The Year’s Biggest Wealthtech Trends, Changing Tech Stacks, Client Demands Push Data Forward, Cybercriminals Weaponize The SEC, Managed Account Tech And Our Weekly Recruitment Roundup

By Larry Roth

/ 27 Dec 2023

How to Improve the Advisor and Client Experience in 2024 and Beyond

Advisors Must Provide Real-Time, Personalized And Interconnected Data To Meet Increasing Client Demands

By WSR Newsroom

/ 27 Dec 2023

Stephen C. Daffron, Co-Founder and Industry Partner, Motive Partners, and Strategic Advisor, FNZ

Empowering Advisory Growth Through Modernization

As Advisors Move Toward Managed Accounts To Recapture Their Time From Non-Revenue-Generating Activities, Firms Must Onboard Supporting Technology

By WSR Newsroom

/ 27 Dec 2023

Jonathan Pincus, CEO, SMArtX Advisory Solutions

Cyber Extortion By SEC Complaint Against The Victim

A New Frontier In Ransomware Tactics: BlackCat/ALPHV Exploits SEC Disclosure Rules

By WSR Newsroom

/ 26 Dec 2023

John O’Connell, CEO and Founder, The Oasis Group

Advyzon’s Insights On Trends In Advisor Tech

Advyzon Executive Places People At The Center, Sees Comprehensive Solutions Increasing And Discusses Impediments To Advisors Changing Tech Stacks

By Michael Madden

/ 26 Dec 2023

John Mackowiak, Chief Revenue Officer, Advyzon

Wealthtech Trends That Dominated 2023, And Will In 2024

Executives From Morningstar, Opto Investments And Wealth.com Explain How Technology Is Changing The Game For Advisors And Their Firms

By Larry Roth

/ 26 Dec 2023

Wealthtech Trends That Dominated 2023, And Will In 2024

Recruitment Roundup: Alphastar, Kestra, NFP, Allworth And More

Kestra PWS, LPL And Atria Recruit Advisors. tru Independence Establishes East Coast Offices. Aon, Allworth And Exencial Conduct Acquisitions. Connecticut Wealth Management Hires Growth Director. And Paul Stetz Of Alphastar Capital Management Is Our Newest Recruiter Of The Month.

By Chris Latham

/ 26 Dec 2023

Recruitment Roundup: Alphastar, Kestra, NFP, Allworth And More

Next Year’s Trends For Family Offices And More

2024 Outlooks For Family Offices, Alts And M&A, Plus Tuck-Ins, AI, Osaic’s $108 Billion Deal, The Great Wealth Transfer, Charity Grants, Recruiting News And More

By Larry Roth

/ 20 Dec 2023

Next Year’s Trends For Family Offices And More

How Family Offices Can Succeed With UHNW Clients In 2024

Experts From ExCel Global Family Office, Advocus Private Wealth, NewEdge Wealth, Callan Family Office, Sandalwood Securities And CCFO Investments Share Insights

By Chris Latham

/ 19 Dec 2023

How Family Offices Can Succeed With UHNW Clients In 2024

A 2024 Outlook On Alternatives

Barrett Upton’s Co-CIO Shares Predictions For Alts Including Private Credit, Venture Capital, Private Equity, Secondary Markets And Real Estate

By Michael Madden

/ 19 Dec 2023

Hightower’s Optimistic 2024 M&A Outlook

‘Still In The Early Phases Of Consolidation’ – Chief Growth Officer Expects Strong Deal Flow, Solid Valuations, More Equity, Greater Scrutiny And Longer Deal Cycles

By James Miller

/ 19 Dec 2023

Recruitment Roundup: CAPTRUST, Edelman, NewEdge, Osaic And More

NewEdge, Integrated Partners, Arkadios, Cadaret Grant, Carson Group And Savvy Conduct Recruitments. Osaic To Acquire $108 Billion Lincoln Wealth. Edelman Financial Engines Acquires NEPPS And NEIC. And CAPTRUST Acquires Trutina.

By Chris Latham

/ 19 Dec 2023

Recruitment Roundup: CAPTRUST, Edelman, NewEdge, Osaic And More

Latest News from WSR

How to Improve the Advisor and Client Experience in 2024 and Beyond

Empowering Advisory Growth Through Modernization

Cyber Extortion By SEC Complaint Against The Victim

Advyzon’s Insights On Trends In Advisor Tech

Wealthtech Trends That Dominated 2023, And Will In 2024

How Family Offices Can Succeed With UHNW Clients In 2024

A 2024 Outlook On Alternatives

Hightower’s Optimistic 2024 M&A Outlook

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