TAMPs And Annuities Platforms Are Trying To Figure Out How To Innovate For Advisors While Sometimes Competing With The Advisors’ Wealth Management Firms
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
Smarsh Enhances Risk And Compliance Portfolio, Orion CEO Plans To Retire, Dynasty Launches Investment Bank, BetaNXT Upgrades Operations And Communications Tools, COMPLY Hires New CMO, FMG Achieves 400% Growth And Ritholtz Files For New Robo
Plus My M&A Quarterly Review, The Latest Recruitment News And People Moves, Risk Analysis, Conflicts Of Interest In M&A, The Banking Crisis And Keeping Clients Organized
The Rapid Proliferation Of AI Platforms Will Be A Net Positive For Competent And Driven Financial Professionals. Everyone Else Better Brace For Impact.
