Latest News from WSR

Securing Advisor Business Loans For M&A, Succession Planning And More

Experts From SkyView Partners, Live Oak Bank And LaSalle St. Explain How Advisors Obtain Favorable Terms, Expedite The Application Process And Use Capital To Grow

By Chris Latham

/ 18 Jul 2023

Securing Advisor Business Loans For M&A, Succession Planning And More

Invest In Others Announces Awards Finalists

Foundation Supporting Financial Advisor Philanthropy And Volunteerism Recognizes Finalists, Prepares Donations For Designated Charities

By Michael Madden

/ 18 Jul 2023

Invest In Others Announces Awards Finalists

Surge CEO On Key AI Issues For Advisors And Compliance

Entrepreneur And Wealthtech Investor Sid Yenamandra Discusses AI Education, Compliance, Ethics, Human Collaboration And His Firm’s Approach

By Julius Buchanan

/ 18 Jul 2023

Surge CEO On Key AI Issues For Advisors And Compliance

The Growth And Evolution Of Private Infrastructure Investments

Lazard Asset Management Executive Describes Evolution Of Private Infrastructure Investments, Growth Factors And Keys For Advisors To Know When Serving Clients

By Janeesa Hollingshead

/ 18 Jul 2023

The Growth And Evolution Of Private Infrastructure Investments

Recruitment Roundup: Oppenheimer, Hightower, CAPTRUST, Perigon And More

Oppenheimer Recruits Merrill Lynch Advisor In Florida, CAPTRUST Acquires Southern Wealth Management, Cerity Partners Merges With Lumina Financial Consultants, Hightower Invests In GMS Surgent, Perigon Appoints Former Wipfli Executive As CIO And Lido Advisors Hires Former Fidelity Executive

By Chris Latham

/ 18 Jul 2023

Recruitment Roundup: Oppenheimer, Hightower, CAPTRUST, Perigon And More

FusionIQ Integrates With Blueleaf To Boost Reporting Capabilities

Cloud-Based Solutions Provider Integrates With Platform Provider To Enhance UX, Reporting And Digital Transformation

By Janeesa Hollingshead

/ 14 Jul 2023

FusionIQ Integrates With Blueleaf To Boost Reporting Capabilities

FA Match’s Ryan Shanks On The Merits Of Asking Tough Questions In Advisor Recruiting

Ryan Shanks Of FA Match Discusses The Merits Of Firms Conducting Honest Self-Assessments, Advisors Conducting Thorough Due Diligence And Smaller Practices Selling To Larger Buyers

By Chris Latham

/ 13 Jul 2023

FA Match’s Ryan Shanks On The Merits Of Asking Tough Questions In Advisor Recruiting

Oppenheimer Onboards Merrill Lynch Advisor In South Florida

Oppenheimer Hires Veteran LATAM-Focused Advisor To Strengthen Growth At Coral Gables Office

By Michael Madden

/ 13 Jul 2023

Oppenheimer Onboards Merrill Lynch Advisor In South Florida

Survey Highlights Client Confidence And Referral Opportunities

Absolute Engagement And Investments & Wealth Institute’s Annual Client Survey Identifies Areas For Improvement In Satisfaction, Client Confidence And Referrals

By James Miller

/ 13 Jul 2023

Survey Highlights Client Confidence And Referral Opportunities

CapIntel Launches SEC-Aligned Proposal Building Features For RIAs

Fintech Provider CapIntel Launches Proposal Building Features For RIAs To Meet The SEC’s Marketing Rule With Audit Trail Automation And Other Compliance Capabilities

By Chris Latham

/ 13 Jul 2023

CapIntel Launches SEC-Aligned Proposal Building Features For RIAs

Advisor Recruitment Stands Strong Despite Headwinds

Plus An Interview With BetaNXT’s CEO, Our Weekly Recruitment Roundup And Monthly Wealthtech Roundup, NewEdge Hires In Miami And Atria Wins Another Financial Institution

By Larry Roth

/ 12 Jul 2023

Advisor Recruitment Stands Strong Despite Headwinds

Perigon Names Former Wipfli Exec As CIO

Perigon Onboards Veteran CIO And Portfolio Expert Hasan To Support Growth Strategy

By Michael Madden

/ 11 Jul 2023

Latest News from WSR

Securing Advisor Business Loans For M&A, Succession Planning And More

Invest In Others Announces Awards Finalists

Surge CEO On Key AI Issues For Advisors And Compliance

The Growth And Evolution Of Private Infrastructure Investments

FusionIQ Integrates With Blueleaf To Boost Reporting Capabilities

FA Match’s Ryan Shanks On The Merits Of Asking Tough Questions In Advisor Recruiting

Oppenheimer Onboards Merrill Lynch Advisor In South Florida

Survey Highlights Client Confidence And Referral Opportunities

CapIntel Launches SEC-Aligned Proposal Building Features For RIAs

Perigon Names Former Wipfli Exec As CIO

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