Latest News from WSR

GeoWealth And Halo Partnership Provides RIAs Structured Notes In UMAs

Chicago-Based Fintech Firms Offer RIAs Access To Customizable Note Portfolios As Component Of UMAs, Along With Ability To View, Report And Bill At The Sleeve Level

By Chris Latham

/ 14 Aug 2023

GeoWealth And Halo Partnership Provides RIAs Structured Notes In UMAs

NewEdge Wealth Launches Third-Party UHNW Investment Platform

RIA To Provide Advisors And Institutions With Access To The Same Strategies, Including Structured Notes, That NewEdge Wealth Uses With Its Own Ultra-High Net Worth Clients

By Chris Latham

/ 10 Aug 2023

NewEdge Wealth Launches Third-Party UHNW Investment Platform

CG Advisor Network To Leave Schwab Custodial Platform For Axos

Longtime TD Ameritrade Client Prepares To Leave Ahead Of Largest Custodial Conversion In U.S. History, Potentially Taking Billions Of Client Assets In the Process

By Chris Latham

/ 10 Aug 2023

CG Advisor Network To Leave Schwab Custodial Platform For Axos

Alts: Democratization, Pitfalls, Custodianship And The Future

Alts Data And Reporting, The 60/40’s Future, Goldman’s Custody Win, Wealthtech News, The Latest In Recruiting, Model Portfolios And Concierge Services

By Larry Roth

/ 9 Aug 2023

Alts: Democratization, Pitfalls, Custodianship And The Future

Recruitment Roundup: Integrated Partners, Stifel, Hightower, Allworth And More

Integrated Partners Recruits PRISM, NewEdge Exceeds $40 Billion, Prospera Expands Footprint, Stifel Recruits Across 3 States, Hightower Facilitates Sub-Acquisition, Mercer Acquires Private Asset Management, Burney Adds Goldman For Custody, CI Private Wealth Rebrands

By Chris Latham

/ 8 Aug 2023

Recruitment Roundup: Integrated Partners, Stifel, Hightower, Allworth And More

Wealthtech Roundup: StratiFi, Docupace, SkyView, FusionIQ And More

StratiFi And Entrustody Recruit Executives, SkyView Launches Mobile Banking Tool, Docupace’s PreciseFP Integrates With LPL, Mirador Enhances Compensation Management, LaSalle St. Enhances Advisor Tech Center, Ledgex Launches Document Retrievals, FusionIQ Integrates With Blueleaf

By Chris Latham

/ 8 Aug 2023

Wealthtech Roundup: StratiFi, Docupace, SkyView, FusionIQ And More

If Markets Soar, Is It Back To The 60/40 Future?

RIA, ETF And Advisory Services Experts Share Views On The Future Of Equity/Bond Portfolios, Index Trackers And Alts If The Economy And Markets Perform Well

By Janeesa Hollingshead

/ 8 Aug 2023

If Markets Soar, Is It Back To The 60/40 Future?

Pitfalls And Strained Reporting In The Democratization Of Alts

As Alts Become Popular In Portfolios, Advisors Should Watch For Common Pitfalls And Find Solutions To Data And Complexity Problems In Reporting Systems

By Michael Madden

/ 7 Aug 2023

Pitfalls And Strained Reporting In The Democratization Of Alts

Stifel Independent Recruits $673 Million In Utah, Florida And New Jersey

New Recruiting Establishes Flagship Offices In Three New States, Raises AUM To Over $6.5 Billion

By James Miller

/ 4 Aug 2023

Stifel Independent Recruits $673 Million In Utah, Florida And New Jersey

LaSalle St. Enhances Tech-Based Advisor Support With Concierge Service

Chicago-Based Wealth Management Firm’s Upgraded Technology Learning Center Provides Live Webinars, Recorded Videos, Written Documentation And A Podcast

By Chris Latham

/ 2 Aug 2023

Honing HR Strategies For Recruitment And Retention

Industry Leaders’ Insights On HR, A Next Gen Task Force, Model Portfolios, Recruitment News, Custodian Moves, Investment Banking In Wealth Management And More

By Larry Roth

/ 2 Aug 2023

Honing HR Strategies For Recruitment And Retention

Four Key Considerations For Financial Advisors Using Model Portfolios

Model Portfolios Can Add Value When Advisors Incorporate The Client’s Priorities, Build ‘Sleeves’ For Flexibility, Back-Test Performance, And Customize With A Mix Of Short-Term And Long-Term

By WSR Newsroom

/ 1 Aug 2023

Four Key Considerations For Financial Advisors Using Model Portfolios

Latest News from WSR

GeoWealth And Halo Partnership Provides RIAs Structured Notes In UMAs

NewEdge Wealth Launches Third-Party UHNW Investment Platform

CG Advisor Network To Leave Schwab Custodial Platform For Axos

If Markets Soar, Is It Back To The 60/40 Future?

Pitfalls And Strained Reporting In The Democratization Of Alts

Stifel Independent Recruits $673 Million In Utah, Florida And New Jersey

LaSalle St. Enhances Tech-Based Advisor Support With Concierge Service

Four Key Considerations For Financial Advisors Using Model Portfolios

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