Latest News from WSR

The State Of M&A So Far In 2023, And How To Close Your Deals

M&A Activity Faces Headwinds, But Major Deals Are Still Happening. Insights From WSR’s Expert Sources Reveal How Buyers And Sellers Can Navigate Choppy Waters.

By Larry Roth

/ 25 May 2023

The State Of M&A So Far In 2023, And How To Close Your Deals

COMPLY Hires Veteran Tech Marketing Executive As CMO

COMPLY Welcomes Gayle Nixon To CMO Role On Unified Leadership Team To Accelerate Strategic Growth Initiatives

By Michael Madden

/ 25 May 2023

COMPLY Hires Veteran Tech Marketing Executive As CMO

Who Can Best Help Me Accomplish My M&A Goals?

Conflicts Of Interest In M&A Consulting Are Normal, But Advisors Must Understand The Process, Ask The Right Questions And Watch For Red Flags

By WSR Newsroom

/ 25 May 2023

Who Can Best Help Me Accomplish My M&A Goals?

Atria Recruits Harvard University Employees Credit Union

Atria’s Credit Union-Focused Broker-Dealer Subsidiary CFS Signs Multi-Year Deal To Support Harvard University Employees Credit Union, With Over $1 Billion In Assets And More Than 52,000 Members

By Chris Latham

/ 24 May 2023

Atria Recruits Harvard University Employees Credit Union

WSR Honors AAPI Heritage Month With Pathfinder Awards

WSR Names Top AAPI Industry Leaders, Shares Voices Of Winners, Plus Accessible Venture Capital, The Latest Recruiting News, The Future Of M&A, A $15 Billion Combo, Atria’s Texas Move And More

By Larry Roth

/ 24 May 2023

WSR Honors AAPI Heritage Month With Pathfinder Awards

Pathfinder Winner Sasi On Improving Industry For Persons Of AAPI Heritage

Manhattan West’s Chief Strategy Officer Shares Steps For The Industry To Improve And Persons Of AAPI Heritage To Reach The C-suite, Plus Strategies For Wealth Management Firms

By Janeesa Hollingshead

/ 23 May 2023

Pathfinder Winner Sasi On Improving Industry For Persons Of AAPI Heritage

Overcoming Bias As A Woman Of AAPI Heritage

Fiduciary Trust’s Pai Gives Steps To Overcome Bias And Prejudice In Wealth Management, Shares The Inspiration That Led Her To Our Industry

By Janeesa Hollingshead

/ 23 May 2023

Overcoming Bias As A Woman Of AAPI Heritage

Recruitment Roundup: Atria, Goldman, Cetera, Adviser Investments And More

Atria’s CUSO Partners With Mobiloil, Prime Capital Custodies With Goldman Sachs, Cetera Appoints Mike Durbin CEO, Adviser Investments And Ropes Wealth Merge, Choreo Launches CPA Alliance, Commonwealth Recruits Trusted Wealth, Sanctuary Recruits Crescent Harbor And LaSalle St. Recruits Link Financial

By Chris Latham

/ 23 May 2023

Recruitment Roundup: Atria, Goldman, Cetera, Adviser Investments And More

COMPLY’s Johnson: ‘Don’t Be Apologetic!’

COMPLY CTO And Pathfinder Winner On Bias, Barriers, Career Success And The Inspiration Gained From Mentors And Teachers

By Michael Madden

/ 23 May 2023

COMPLY’s Johnson: ‘Don’t Be Apologetic!’

An Immigrant’s Perspective On The Wealth Management Industry

CogniCor’s Cherian Gives Views On Career Success And Inclusivity From The Perspective Of An Immigrant Who Has Worked On Three Continents

By James Miller

/ 23 May 2023

An Immigrant’s Perspective On The Wealth Management Industry

WSR Pathfinder Awards – Top AAPI Industry Leaders Of 2023

WSR Recognizes AAPI Heritage Month By Naming Leading Executives And Professionals As Winners Of Pathfinder Awards For Top AAPI Industry Leaders Of 2023

By Julius Buchanan

/ 23 May 2023

WSR Pathfinder Awards – Top AAPI Industry Leaders Of 2023

Will Venture Capital Be The Next Trending Alt?

Expert Discusses Current State of Venture Capital Investing, How It Can Benefit Individual Clients Of All Wealth Levels And The Steps Needed To Make That A Reality

By Michael Madden

/ 22 May 2023

Will Venture Capital Be The Next Trending Alt?

Latest News from WSR

The State Of M&A So Far In 2023, And How To Close Your Deals

COMPLY Hires Veteran Tech Marketing Executive As CMO

Who Can Best Help Me Accomplish My M&A Goals?

Atria Recruits Harvard University Employees Credit Union

Pathfinder Winner Sasi On Improving Industry For Persons Of AAPI Heritage

Overcoming Bias As A Woman Of AAPI Heritage

COMPLY’s Johnson: ‘Don’t Be Apologetic!’

An Immigrant’s Perspective On The Wealth Management Industry

WSR Pathfinder Awards – Top AAPI Industry Leaders Of 2023

Will Venture Capital Be The Next Trending Alt?

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