Latest News from WSR

Osaic Recruits $254 Million Vitucci Integrated Planning

San Francisco Bay Area Advisor Jason Vitucci Exits Cetera For Osaic, Seeking ‘Superior Services, Technology And Resources’ To Boost Efficiencies And Client Experience

By Chris Latham

/ 26 Jul 2023

Osaic Recruits $254 Million Vitucci Integrated Planning

Recruiting Roundtable With Jeff Nash, Jodie Papike And Ryan Shanks

Industry Leading Recruiters Jeff Nash Of Bridgemark Strategies, Jodie Papike Of Cross-Search And Ryan Shanks Of FA Match Discuss How Advisors And Firms Can Achieve Mutual Success

By Larry Roth

/ 25 Jul 2023

Recruiting Roundtable With Jeff Nash, Jodie Papike And Ryan Shanks

Guide To Industry Conferences: M&A

Get The Essentials On The ECHELON Partners Deals & Dealmakers Summit And DeVoe & Company’s M&A+ Succession Summit

By Chris Latham

/ 25 Jul 2023

Recruitment Roundup: Cetera, Ameriprise, Miracle Mile, FPA, Freestone And More

Cetera Recruits Advisor From Voya, Ameriprise Recruits Advisor From PNC, Pathstone To Acquire Veritable, Verdence Acquires Vantage, FPA Partners With CAIA Association, Miracle Mile Appoints First Head Of Wealth Management, SageView Recruits Retirement Plan Consultant

By Chris Latham

/ 25 Jul 2023

Recruitment Roundup: Cetera, Ameriprise, Miracle Mile, FPA, Freestone And More

Three Overlooked Factors When Recruiting Advisors

Soft Skills Play An Important Role In Successfully Recruiting Advisors To Join Your Team

By WSR Newsroom

/ 25 Jul 2023

Three Overlooked Factors When Recruiting Advisors

Political Football: Stand Out In The Game Of Practice Differentiation

Three Keys To Navigating High Net Worth Clients Through Estate And Gift Tax Changes

By WSR Newsroom

/ 24 Jul 2023

Political Football: Stand Out In The Game Of Practice Differentiation

Fixed Indexed Annuities Should Co-Exist With Bonds In Fee-Based Portfolios

Certain Types Of Fee-Friendly Annuities Could Be Another Way To Position Clients – And Not Just When Economic And Market Disruptions Hurt Equities

By WSR Newsroom

/ 20 Jul 2023

Fixed Indexed Annuities Should Co-Exist With Bonds In Fee-Based Portfolios

Docupace’s PreciseFP Integrates With LPL

LPL’s Over 21,000 Advisors Gain Access To Data Gathering And Client Engagement Platform

By James Miller

/ 20 Jul 2023

Docupace’s PreciseFP Integrates With LPL

Mirador Enhances Compensation Management Services

Wealthtech Firm Revitalizes Compensation Management With Expanded Team, Refined Data Processes; Sees Continued Demand For Outsourced Expertise

By Janeesa Hollingshead

/ 19 Jul 2023

Mirador Enhances Compensation Management Services

Regtech Firm StratiFi Poaches eMoney Exec

StratiFi Hires Director Of Sales And Business Development To Lead Cultivation Of New Client Relationships

By James Miller

/ 19 Jul 2023

Regtech Firm StratiFi Poaches eMoney Exec

Looking Back To Think Forward

The Top 10 Articles Of The First Half Of 2023, AI, Recruiting, Private Infrastructure, A Client Survey, The Marketing Rule And More

By Larry Roth

/ 18 Jul 2023

Half Year In Review: Top 10 Articles Of The First Half Of 2023

Our Top 10 Articles Of The First Half Of 2023 Span Across Awards And Recognition, Expert Analysis, Conferences And More

By Janeesa Hollingshead

/ 18 Jul 2023

Half Year In Review: Top 10 Articles Of The First Half Of 2023

Latest News from WSR

Osaic Recruits $254 Million Vitucci Integrated Planning

Recruiting Roundtable With Jeff Nash, Jodie Papike And Ryan Shanks

Guide To Industry Conferences: M&A

Three Overlooked Factors When Recruiting Advisors

Political Football: Stand Out In The Game Of Practice Differentiation

Fixed Indexed Annuities Should Co-Exist With Bonds In Fee-Based Portfolios

Docupace’s PreciseFP Integrates With LPL

Mirador Enhances Compensation Management Services

Regtech Firm StratiFi Poaches eMoney Exec

Half Year In Review: Top 10 Articles Of The First Half Of 2023

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