Plus Recruiting, M&A, People Moves, Data Architecture, Annuities In Portfolios, A Guide To Custodian Conferences, A New Compliance Exec, The Latest Alts Survey, A Private Wealth Launch And More
From Warehouse To Lake, Then To Lakehouse – Data Architecture Has Evolved. Lakehouse Adopters Can Gain A Competitive Edge In The Wealth Management Space.
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
80% Of Advisors Increasingly Concerned About Post-Sale Support On Alts Platforms, Over 75% Want More Hedge Fund Managers, Crystal Capital Partners Survey Finds
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
