Latest News from WSR

Stratos Launches Private Wealth Division, Jeff Brown Named President

Stratos Acquires Majority Stake In BWM Financial, Rebrands It To Launch Stratos Private Wealth, And Appoints BWM Founder And CEO Jeff Brown As Its President

By Chris Latham

/ 11 May 2023

Stratos Launches Private Wealth Division, Jeff Brown Named President

Business Development Roundtable: Tech, Compliance and Wealth Management

Experts from FusionIQ, COMPLY And Kingswood U.S. Discuss Business Development Amid Rapid Change In Their Fields

By Janeesa Hollingshead

/ 11 May 2023

Business Development Roundtable: Tech, Compliance and Wealth Management

Crystal Capital Survey: Advisors Seek Quality Assets, Transparency From Alts Platforms

80% Of Advisors Increasingly Concerned About Post-Sale Support On Alts Platforms, Over 75% Want More Hedge Fund Managers, Crystal Capital Partners Survey Finds

By Chris Latham

/ 11 May 2023

Crystal Capital Survey: Advisors Seek Quality Assets, Transparency From Alts Platforms

Essential Edge Onboards Compliance Consulting Veteran

Kestra Compliance Executive Joins Essential Edge To Bolster Compliance Consulting Team

By James Miller

/ 10 May 2023

Essential Edge Onboards Compliance Consulting Veteran

Advisor Group Recruits Delich Wealth Management To Financial Dimensions Group

Delich Wealth Management Joins Advisor Group’s Financial Dimensions Group, Bringing $250 Million In Client Assets From RBC Wealth Management

By Chris Latham

/ 10 May 2023

Advisor Group Recruits Delich Wealth Management To Financial Dimensions Group

The Connection Between Talent And Growth

Plus The Latest In Recruiting And Wealthtech News, The Rebranding Of A Wealthtech Innovator, A Partnership Leveraging Testimonials And An Examination Of The Broker Protocol

By Larry Roth

/ 10 May 2023

The Connection Between Talent And Growth

Recruitment Roundup: WEG, Dynasty, Sanctuary, Cerity And Merrill Lynch

WEG Acquires $355 Million Heacock & Jones In Iowa, Cerity Partners Acquires $300 Million Jurika, Mills & Keifer In The San Francisco Bay Area And Merrill Lynch Loses Three Teams Representing $2.8 Billion As Sanctuary And Dynasty Gain

By Chris Latham

/ 9 May 2023

Recruitment Roundup: WEG, Dynasty, Sanctuary, Cerity And Merrill Lynch

Talent And Growth Are Inseparable For RIAs

DeVoe And Mercer Explore The Connections Between Growth And Talent, Keys To Retaining Talent, Organic Growth And Next Gen’s Impact On Internal Succession

By Janeesa Hollingshead

/ 9 May 2023

Talent And Growth Are Inseparable For RIAs

Wealthtech Roundup: Luma, Envestnet, COMPLY, Vestmark, SYSTM And More

Envestnet Forges Partnerships, COMPLY Releases CCO Playbook, Vestmark Launches Tax Management And Direct Indexing Tool, SYSTM Appoints New Product Management Executive, Tara York Of Luma Is Our Wealthtech Leader Of The Month And More

By Chris Latham

/ 9 May 2023

Wealthtech Roundup: Luma, Envestnet, COMPLY, Vestmark, SYSTM And More

Riskalyze Reflects Expanded Mission With ‘Nitrogen’ Rebrand

Wealthtech Firm Announces Rebrand In Line With Growth And Evolution Of Value Proposition

By James Miller

/ 9 May 2023

Riskalyze Reflects Expanded Mission With ‘Nitrogen’ Rebrand

Is SVB A Canary In The Broker Protocol Coalmine?

Industry Veterans Matasar, Diamond And Waxelbaum Discuss The Broker Protocol, Its Effects On Recruiting And Whether Advisors Should Worry About SVB’s Withdrawal

By Julius Buchanan

/ 8 May 2023

Is SVB A Canary In The Broker Protocol Coalmine?

White Glove Partners With Wealthtender To Leverage Testimonials

Marketing And Lead-Generation Services Firm Teams With SEC-Compliant Online FA Review Platform To Generate Leads And Conversions

By Michael Madden

/ 5 May 2023

Latest News from WSR

Stratos Launches Private Wealth Division, Jeff Brown Named President

Business Development Roundtable: Tech, Compliance and Wealth Management

Crystal Capital Survey: Advisors Seek Quality Assets, Transparency From Alts Platforms

Essential Edge Onboards Compliance Consulting Veteran

Advisor Group Recruits Delich Wealth Management To Financial Dimensions Group

Talent And Growth Are Inseparable For RIAs

Riskalyze Reflects Expanded Mission With ‘Nitrogen’ Rebrand

Is SVB A Canary In The Broker Protocol Coalmine?

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