Latest News from WSR

Recruitment Roundup: Atria, Kestra, Mercer, Creative Planning, Advisor Group, Hightower and Wealthspire

Atria Recruits Credit Union From LPL, Advisor Group Poaches Dynasty Co-Founder, Mercer Gains PE Fuel, Creative Planning Acquires Professional Services Firm, Kestra Recruits Breakaways, Wealthspire To Expand Into Richmond, Hightower Expands In New England

By Janeesa Hollingshead

/ 13 Jun 2023

Recruitment Roundup: Atria, Kestra, Mercer, Creative Planning, Advisor Group, Hightower and Wealthspire

How To Get Involved In Your Clients’ Estate Planning

Envestnet Group President Explains The Benefits Of Advisors Engaging In Estate Planning, Addressing Client Emotions, Common Barriers And Ways To Get Involved

By Julius Buchanan

/ 12 Jun 2023

How To Get Involved In Your Clients’ Estate Planning

Are IBD And RIA Channels Converging?

As Regulatory, Market And Industry Shifts Continue, Differences Between The Channels Are Blurring

By WSR Newsroom

/ 12 Jun 2023

Smarsh Names Vinay Mehta Chief Technology Officer

Mehta To Lead RegTech Firm’s Development And Delivery Push For Communications Intelligence And Risk Management

By Michael Madden

/ 8 Jun 2023

Smarsh Names Vinay Mehta Chief Technology Officer

Wealthies Recognize Invent As Double Finalist For PaaS And Podcast

Wealthtech Firm Named As Finalist For WealthManagement.com Industry Awards In Technology Providers – Innovation And Thought Leadership Categories

By James Miller

/ 8 Jun 2023

Wealthies Recognize Invent As Double Finalist For PaaS And Podcast

Wealthtech In High Gear: AI And Your Job, Obsolete ETFs And More

Plus Our Monthly Wealthtech News Roundup, Weekly Recruitment Roundup, TAMPs, Annuities, Internships, In-House Model Portfolios And More

By Larry Roth

/ 7 Jun 2023

Wealthtech In High Gear: AI And Your Job, Obsolete ETFs And More

Atria’s CFS Poaches $1.8 Billion Credit Union Recruit From LPL Financial

CUSO Financial Services Recruits Pittsburgh-Based Clearview Federal Credit Union With Over $1.8 Billion In Assets From LPL

By Michael Madden

/ 7 Jun 2023

Atria’s CFS Poaches $1.8 Billion Credit Union Recruit From LPL Financial

How Internships Shaped Careers Of Three C-Suite Executives

Elements, Avantax And Absolute Engagement Senior Leaders Share Personal Experiences Of Internships Changing Their Lives And Careers

By Janeesa Hollingshead

/ 7 Jun 2023

How Internships Shaped Careers Of Three C-Suite Executives

How Wealth Management Is Navigating The Shifting Investment Products Landscape

TAMPs And Annuities Platforms Are Trying To Figure Out How To Innovate For Advisors While Sometimes Competing With The Advisors’ Wealth Management Firms

By Chris Latham

/ 7 Jun 2023

How Wealth Management Is Navigating The Shifting Investment Products Landscape

Fractional Shares: The End Of ETFs And Beginning Of Owner Engagement?

Fractional Shares Have The Ability To Make ETFs Obsolete, Directly Connect Companies To Shareholders, Provide Transparency And Enable Customization

By WSR Newsroom

/ 7 Jun 2023

Fractional Shares: The End Of ETFs And Beginning Of Owner Engagement?

Recruitment Roundup: Hightower, Atria, Edelman, NewEdge, Mariner, RBC and William Blair

Hightower Expands In New England, Atria Onboards $1.1 Billion Team, Edelman Names New CEO, Mariner Launches Mariner Financial Wellness, NewEdge Recruit To Launch Nashville Office, First Republic Suffers Further Losses

By James Miller

/ 7 Jun 2023

Recruitment Roundup: Hightower, Atria, Edelman, NewEdge, Mariner, RBC and William Blair

Dynasty’s Ed Swenson Joins Advisor Group To Lead RIA Platform

Advisor Group Furthers Preparation For New Structure By Appointing Former Dynasty Co-Founder And COO Head Of RIA Channel

By Michael Madden

/ 7 Jun 2023

Dynasty’s Ed Swenson Joins Advisor Group To Lead RIA Platform

Latest News from WSR

How To Get Involved In Your Clients’ Estate Planning

Are IBD And RIA Channels Converging?

Smarsh Names Vinay Mehta Chief Technology Officer

Wealthies Recognize Invent As Double Finalist For PaaS And Podcast

Atria’s CFS Poaches $1.8 Billion Credit Union Recruit From LPL Financial

How Internships Shaped Careers Of Three C-Suite Executives

How Wealth Management Is Navigating The Shifting Investment Products Landscape

Fractional Shares: The End Of ETFs And Beginning Of Owner Engagement?

Dynasty’s Ed Swenson Joins Advisor Group To Lead RIA Platform

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