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