Latest News from WSR

Recruitment Roundup: Dynasty, Cetera, Commonwealth, Oppenheimer And More

Ameriprise Recruits 2 Advisors, Commonwealth Adds Paragon, Cetera To Acquire Avantax, Ashton Thomas Sells To RedBird’s Arax, Compound And Alternativ Merge, AmeriFlex Supports Small OSJs, Oppenheimer Recruits Distressed Debt Team And Dynasty Vice Chairman Andrew Marsh Is Our Newest Recruiter

By Chris Latham

/ 18 Sep 2023

Andrew Marsh, Vice Chairman, Dynasty Financial Partners

Buckle Up For Turbulence In Wealthtech

Like The Broader Tech Industry, Wealthtech Is Under Pressure To Perform More With Less Cash, So Be Wise About Your Tech Stack Partners

By Larry Roth

/ 18 Sep 2023

Keys To Hiring The Right Consultant For Your Firm

Mirador’s CEO Gives Practical Advice, Questions To Ask And Red Flags To Avoid For Wealth Management Firms Hiring Consultants

By Janeesa Hollingshead

/ 18 Sep 2023

Keys To Hiring The Right Consultant For Your Firm

Oppenheimer Announces Brand Initiative And Relaunch

Relaunch To Include Ad Campaign, Website Revamp And Client Access Platform Enhancements

By WSR Newsroom

/ 15 Sep 2023

Future Proof Brings An Authentic Rap Concert And Deep Industry Insights

Method Man And Redman’s Killer Show, Joe Duran’s RIA Minority Investments Venture, Q Wealth Partners’ Lounge For Canadian Financial Professionals, And My Practice Management Panel With Vanguard And State Street

By Chris Latham

/ 14 Sep 2023

Future Proof Brings An Authentic Rap Concert And Deep Industry Insights

AmeriFlex Launches Program In Support Of Small OSJs

The 5Twenty Group Created To Meet Needs And Drive Growth Of OSJs With 5 To 20 Advisors

By Janeesa Hollingshead

/ 14 Sep 2023

AmeriFlex Launches Program In Support Of Small OSJs

Navigating The Great Wealth Transfer

How To Connect With Clients’ Children, Our Weekly Recruiting News Roundup, Creativity In RIA M&A, An Interview With Black Diamond, AAAA’s V.I.S.I.O.N. Conference And More

By Larry Roth

/ 13 Sep 2023

Future Proof Features Enhancements From Orion, Envestnet, Broadridge And More

Susan Theder On Advisor Marketing Priorities, Richard Lofgren On The Evolution Of Independence, Katie Bruner On Wealth Management M&A Appetite, VanEck’s Carbon Mitigation Forestry Initiative, VettaFi Acquires EQM Indexes, Plus Product Launches And Enhancements From Orion, Envestnet

By Chris Latham

/ 12 Sep 2023

Future Proof Features Enhancements From Orion, Envestnet, Broadridge And More

Recruitment Roundup: Atria, Avantax, CoastalOne, LPL, Dynasty, Osaic And More

Avantax Poaches Team From IFG, Four Former Goldman Advisors Depart, LPL Wins Firm From Lincoln, Atria Completes Grove Point Acquisition, Alera Group And CoastalOne Bolster C-Suite, White Glove Appoints Chief Evangelist And Osaic Nabs Wells Fargo Breakaway

By James Miller

/ 12 Sep 2023

Recruitment Roundup: Atria, Avantax, CoastalOne, LPL, Dynasty, Osaic And More

Commonwealth Expands Initiative Connecting Advisors With CFP Program Students

Firm Partners With Universities Offering CFP Programs To Foster Connections Between Its Advisors And Next Gen Talent

By James Miller

/ 12 Sep 2023

Commonwealth Expands Initiative Connecting Advisors With CFP Program Students

Cetera To Acquire Avantax For $1.2 Billion

Avantax To Become Standalone Business Within Cetera, Bolstering Cetera’s Custodial, Tax And Accounting Services; Shareholders Receive 30% Premium At $26 Per Share

By Michael Madden

/ 12 Sep 2023

Cetera To Acquire Avantax For $1.2 Billion

Creativity Is The Key To Success In RIA M&A

Surging M&A Growth Spurs Creative Responses: Expanding The Market, ‘Acqui-hires’ And Deal Structures

By WSR Newsroom

/ 12 Sep 2023

Creativity Is The Key To Success In RIA M&A

Latest News from WSR

Buckle Up For Turbulence In Wealthtech

Keys To Hiring The Right Consultant For Your Firm

Oppenheimer Announces Brand Initiative And Relaunch

Future Proof Brings An Authentic Rap Concert And Deep Industry Insights

AmeriFlex Launches Program In Support Of Small OSJs

Future Proof Features Enhancements From Orion, Envestnet, Broadridge And More

Commonwealth Expands Initiative Connecting Advisors With CFP Program Students

Cetera To Acquire Avantax For $1.2 Billion

Creativity Is The Key To Success In RIA M&A

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