Latest News from WSR

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

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

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