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
DeVoe And Mercer Explore The Connections Between Growth And Talent, Keys To Retaining Talent, Organic Growth And Next Gen’s Impact On Internal Succession
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
Industry Veterans Matasar, Diamond And Waxelbaum Discuss The Broker Protocol, Its Effects On Recruiting And Whether Advisors Should Worry About SVB’s Withdrawal
Traditional Products Are Transforming, Papike On Consolidation, Recruitment News, A Regulatory Conference Guide, Morningstar’s Conference, COMPLY’s Playbook, Advisor Group’s Rebrand, Nesvold’s New Role And Coldstream Hires Matt Sonnen As COO
THL Managing Director Explains Why Wealth Planning And Insurance Are Converging, How Clients And Professionals Benefit, And His Portfolio Companies’ Experiences
RBC Recruits From First Republic, WEG Acquires New Era Financial Advisors, Seven Mile Advisory Partners With tru Independence, Precedent Wealth Partners Launches On Dynasty’s Network And CI Financial To Sell Stake In Congress Wealth Management
Former RIA Consultancy CEO Matt Sonnen Will Work On Standardizing And Optimizing Coldstream’s Back-Office Operations For RIA Partners And Future M&A Deal Partners
