Latest News from WSR

Active Regulators Stir The Pot For 2024

Plus Recruiting And Wealthtech News, Marcoms, Advisor Self-Care, The Outlook For Small-To-Midsize Firms, Liability Management, PR Firm Expansion, An Advisor Network Launch, LaSalle And Commonwealth Recruiting, And Is AI A Bubble?

By Larry Roth

/ 6 Dec 2023

Hurley Predicts Evolution To ‘Jungle’ Phase Of Industry

‘Nobody Is Going Out Of Business,’ Mark Hurley Says At MarketCounsel Summit 2023, As He Predicts Vastly Altered Wealth Management Landscape

By Julius Buchanan

/ 6 Dec 2023

Hurley Predicts Evolution To ‘Jungle’ Phase Of Industry

MarketCounsel Summit Kicks Off With Insights From Hamburger

MarketCounsel President And CEO Shares Observations On Restrictive Covenants, Layoffs, Private Investors And More As 2023 Summit Begins

By Julius Buchanan

/ 6 Dec 2023

MarketCounsel Summit Kicks Off With Insights From Hamburger

Wealthtech Roundup: Arch, FusionIQ, Helios, Nitrogen, FMG And More

Arch Secures $20 Million In Funding, Nitrogen Hires Dan Zitting As CEO, Helios Incorporates Machine Learning Into Investment Models, FusionIQ Partners With Valley National Bank, FMG Partners With Bento Engine,

By Chris Latham

/ 5 Dec 2023

Wealthtech Roundup: Arch, FusionIQ, Helios, Nitrogen, FMG And More

Recruitment Roundup: Integrated, LaSalle, Perigon, Freestone And More

Commonwealth, LaSalle St. And Savvy Recruit Advisors. Creative Planning And Perigon Conduct Acquisitions. Integrated Partners And Windes Launch Ovisto. Modern Wealth Hires Chief Compliance & Legal Officer. Freestone Hires Managing Director Of Wealth Strategy And Estate Planning.

By Chris Latham

/ 5 Dec 2023

Recruitment Roundup: Integrated, LaSalle, Perigon, Freestone And More

Experts Discuss Client Liabilities Management for Advisors

Bruckenstein And O’Connell Author Paper Describing Why And How Advisors Should Manage Liabilities For Clients

By Michael Madden

/ 5 Dec 2023

Experts Discuss Client Liabilities Management for Advisors

DFPG Investments Launches Diversify Advisor Network

$5.8 Billion Diversify Builds Out Broker-Dealer, RIA Platform And Direct Equity Affiliation Model To Attract Independent Advisors And Teams

By Chris Latham

/ 5 Dec 2023

DFPG Investments Launches Diversify Advisor Network

AI Represents A Transformative, Innovative Wave – Not A Bubble

AI Does Not Meet The Typical Characteristics Of A Bubble And Instead Appears To Have Real Intrinsic Value

By WSR Newsroom

/ 5 Dec 2023

AI Represents A Transformative, Innovative Wave – Not A Bubble

Tuck-In Recruiting Intensifies Among Wealth Management Enterprises

Recruiting Growth Opportunities Among Small And Midsized RIAs Increase For Dual Registrant Platforms, RIAs And Hybrids

By James Miller

/ 4 Dec 2023

Tuck-In Recruiting Intensifies Among Wealth Management Enterprises

Haven Tower Adds Two Communications Veterans As Principals

Public Relations Agency Celebrates 12th Anniversary As It Onboards Principals In New York And Seattle

By Michael Madden

/ 4 Dec 2023

Haven Tower Adds Two Communications Veterans As Principals

Marcoms Roundtable: Strategies For Newly Independent Teams

Experts From The Rudin Group, JConnelly And Craft & Capital Advise On Marketing And Communications For Breakaway Teams

By Janeesa Hollingshead

/ 4 Dec 2023

Marcoms Roundtable: Strategies For Newly Independent Teams

LaSalle Takes Chicago Firm From Atria

LaSalle St. Recruits $550 Million Horwitz & Associates

By James Miller

/ 29 Nov 2023

Latest News from WSR

Hurley Predicts Evolution To ‘Jungle’ Phase Of Industry

MarketCounsel Summit Kicks Off With Insights From Hamburger

Experts Discuss Client Liabilities Management for Advisors

DFPG Investments Launches Diversify Advisor Network

AI Represents A Transformative, Innovative Wave – Not A Bubble

Tuck-In Recruiting Intensifies Among Wealth Management Enterprises

Haven Tower Adds Two Communications Veterans As Principals

LaSalle Takes Chicago Firm From Atria

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