Latest News from WSR

Recruitment Roundup: Kestra, Raymond James, Cerity, NewEdge And More

Kestra Recruits Mission Financial Planners, Father & Son Raymond James Employees Launch RIA, Cerity Partners Merges With AJ Wealth, Mercer Acquires Day & Ennis, Atria’s CFS Partners With Capital Credit Union, LPL Recruits Executive Back From SageView And NewEdge Wealth Recruits Executive

By Chris Latham

/ 10 Jul 2023

Recruitment Roundup: Kestra, Raymond James, Cerity, NewEdge And More

Wealthtech Roundup: Wealth.com, Nitrogen, Seeds Investor, Docupace And More

FusionIQ Launches Modular Platform, Crystal Capital Partners With SS&C, Nitrogen Integrates With FMG, Docupace Appoints New CFO, Wealth Management GPT Launches Writing Tool, Halo Appoints New CEO, Seeds Raises Another $2 Million, F2 Strategy Acquires Oakbrook Solutions And Smarsh Appoints New CTO

By Chris Latham

/ 10 Jul 2023

Wealthtech Roundup: Wealth.com, Nitrogen, Seeds Investor, Docupace And More

2023 Advisor Recruitment Trends Show Vitality Amid Unexpected Obstacles

Macro Volatility And Regional Banking Crisis Add X-Factors To Otherwise Robust Financial Advisor Recruitment Landscape For RIAs And Broker-Dealers

By Larry Roth

/ 10 Jul 2023

2023 Advisor Recruitment Trends Show Vitality Amid Unexpected Obstacles

NewEdge Bolsters Miami Office With Hire From Wellington

Seasoned Investment And Portfolio Expert Gregory Pool Joins NewEdge Wealth, Appointed To Investment Committee

By James Miller

/ 6 Jul 2023

NewEdge Bolsters Miami Office With Hire From Wellington

Atria Recruits Capital Credit Union

Atria’s Credit Union-Focused Broker-Dealer Subsidiary CFS Signs Multi-Year Deal To Support Capital Credit Union, With Over $2.3 Billion In Assets And More Than 120,000 Members, In Fifth Such Jump From LPL Financial

By Chris Latham

/ 6 Jul 2023

BetaNXT CEO Stephen Daffron Talks Moving To T+1 Settlement And More

BetaNXT CEO Stephen Daffron Discusses SIFMA, Moving To T+1 Securities Settlement And How Wealth Management Can Use Better Data To Make Better Investment Decisions

By Chris Latham

/ 6 Jul 2023

BetaNXT CEO Stephen Daffron Talks Moving To T+1 Settlement And More

Recruitment Roundup: LPL, AmeriFlex, Miracle Mile, tru Independence And More

LPL Adds $1 Billion, AmeriFlex Surpasses 100 Advisors, Savant To Acquire Retirement RIA, Private Advisor Group Affiliate Adds Sage Financial Design, Rosemont Invests In Landmark Management, Miracle Mile Appoints Bruce Milam CEO, TMG Appoints Jeff Pierce CEO

By Chris Latham

/ 6 Jul 2023

Recruitment Roundup: LPL, AmeriFlex, Miracle Mile, tru Independence And More

Should Litigation Financing Be In Your Clients’ Portfolios?

Alts Continue Innovation; Weekly Recruitment News; Advising On Healthcare And Medicare; New Executives, Partnerships, Platforms And More

By Larry Roth

/ 5 Jul 2023

Should Litigation Financing Be In Your Clients’ Portfolios?

Top Five Overlooked Healthcare And Medicare Considerations

Advisors Must Understand The Details In Healthcare, Long-Term Care And Medicare To Provide The Best Advice For Clients

By WSR Newsroom

/ 5 Jul 2023

Top Five Overlooked Healthcare And Medicare Considerations

The Road Less Traveled: Off-The-Beaten-Path Private Assets

Differentiating Portfolios With Litigation Finance, Asset-Based Lending And Infrastructure Investment

By WSR Newsroom

/ 5 Jul 2023

The Road Less Traveled: Off-The-Beaten-Path Private Assets

FusionIQ Launches Modular Integrated Platform

Wealthtech Firm Announces New Platform For Workflows And Process Automation With Branding To Focus On Ease Of Use And Disruptive Change

By Janeesa Hollingshead

/ 29 Jun 2023

FusionIQ Launches Modular Integrated Platform

AmeriFlex Surpasses 100 Advisors, Reaches $6.5 Billion In Assets

Firm Attributes Success To Advisor Ownership, Unique Succession Program And Financial Planning Platform

By James Miller

/ 28 Jun 2023

AmeriFlex Surpasses 100 Advisors, Reaches $6.5 Billion In Assets

Latest News from WSR

2023 Advisor Recruitment Trends Show Vitality Amid Unexpected Obstacles

NewEdge Bolsters Miami Office With Hire From Wellington

Atria Recruits Capital Credit Union

BetaNXT CEO Stephen Daffron Talks Moving To T+1 Settlement And More

Top Five Overlooked Healthcare And Medicare Considerations

The Road Less Traveled: Off-The-Beaten-Path Private Assets

FusionIQ Launches Modular Integrated Platform

AmeriFlex Surpasses 100 Advisors, Reaches $6.5 Billion In Assets

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