Latest News from WSR

Wealthtech Roundtable – Top Cybersecurity Needs For 2023

Bruckenstein, Hamburger And Edelman Discuss Pressing Cybersecurity Issues In Assessments, Compliance, Vigilance, Insurance And The Zero-Trust Ecosystem

By Julius Buchanan

/ 20 Feb 2023

Wealthtech Roundtable – Top Cybersecurity Needs For 2023

Commonwealth’s Hajjar On Keys To Recruiting Success

Business Development Head Discusses Wirehouse Breakaways, Ownership Structure, Transparency, Trust And Recruiting Plans For 2023

By James Miller

/ 20 Feb 2023

Commonwealth’s Hajjar On Keys To Recruiting Success

Commonwealth And Stifel Announce 2022 Recruiting Results

Commonwealth Sets New Record Recruiting Results, Bringing Aboard Over $11 Billion in Client Assets; Stifel Leads in Diversity, Equity & Inclusivity

By Janeesa Hollingshead

/ 16 Feb 2023

Commonwealth And Stifel Announce 2022 Recruiting Results

Industry Conferences – 2023 Is The Year To Reconnect In Person

Sanctuary’s New CEO, Our Inaugural Conference Guide, Latest Weekly Recruiting News, Marketing Advice, Custodian News And Liquidity Events For Professional Practices

By Larry Roth

/ 15 Feb 2023

Industry Conferences – 2023 Is The Year To Reconnect In Person

Recruitment Roundup: Atria, Hightower, Wealthcare And SteelPeak Wealth

Atria Recruits Two California-Based Teams From LPL, Hightower Facilitates Merger Between Two Chicago-Area Firms, Wealthcare Surpasses $5 Billion And Emigrant Partners Makes Minority Investment In SteelPeak Wealth

By Chris Latham

/ 15 Feb 2023

Recruitment Roundup: Atria, Hightower, Wealthcare And SteelPeak Wealth

Guide To Industry Conferences: Wealthtech

Get The Essentials On Orion Ascent, The T3 Advisor Conference, WealthStack, Future Proof And The Riskalyze Fearless Investing Summit

By Chris Latham

/ 14 Feb 2023

Guide To Industry Conferences: Wealthtech

Liquidity Events – Three Keys For Clients Selling Professional Practices

Experts From Elements And Stratus Share Top Issues For Advisors Whose Professional Practice Owner Clients Are Approaching A Sale Of The Business

By Janeesa Hollingshead

/ 14 Feb 2023

Liquidity Events – Three Keys For Clients Selling Professional Practices

Why Waiting To Market ‘Until Things Are Better’ Could Be A Mistake

Don’t Dial Down Marketing – Clients And Prospects Have Pain Points That Need Addressing Now

By WSR Newsroom

/ 13 Feb 2023

Why Waiting To Market ‘Until Things Are Better’ Could Be A Mistake

RIA M&A – Emotions, Integrations & Resilience

Wealthtech And Recruitment Roundups, M&A Seller Emotions, Turning Aggregators Into Integrators, Why M&A Disaster Is Unlikely, SECURE 2.0 And Custodian Evolution

By Larry Roth

/ 8 Feb 2023

RIA M&A – Emotions, Integrations & Resilience

Goldman Sachs To Provide Custody For Newly Launched Independent RIA

New Independent RIA With Collaborative, Autonomous Partnership Structure Selects Goldman Sachs Advisor Solutions As Custody Services Provider

By Janeesa Hollingshead

/ 8 Feb 2023

Goldman Sachs To Provide Custody For Newly Launched Independent RIA

Recruitment Roundup: Advisor Group, Cetera, Kestra, LPL, Atria, Choreo And WEG

Advisor Group, Cetera And Kestra Report Full-Year 2022 Asset Gains; LPL, Wealth Enhancement Group And Choreo Complete Acquisitions; And Atria Subsidiary CFS Forms Partnership With Kemba Credit Union

By Chris Latham

/ 7 Feb 2023

Recruitment Roundup: Advisor Group, Cetera, Kestra, LPL, Atria, Choreo And WEG

Wealthtech Roundup: COMPLY, Envestnet, Docupace, Ledgex, Vestmark And F2 Strategy

COMPLY Expands C-Suite, Pontera Integrates With Envestnet, Alkymi And Ledgex Partner On Family Offices, Docupace Hires Former eMoney COO, Vestmark Launches SMAs Based On S&P Dow Jones Indices And F2 Strategy Releases WealthTech Outlook

By Chris Latham

/ 7 Feb 2023

WSR Wealthtech Leader of the Month, Helen Johnson, CTO of COMPLY

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