Plus Our Weekly Recruitment Roundup, An Exploration Of Options-Based ETFs, The Wealthtech Leader Of The Month, A New Executive Aimed At The Independent Channel And This Month’s Bizarre Industry Stories
F2 Strategy Expands Executives In Residence Program, FusionIQ Launches finTAMP, TIFIN Announces Client Personalization Platform, Envestnet Enhances Visibility Into Client Finances And The SEI Wealth Platform Partners With LifeYield
Merrill Lynch Swaps Billion-Dollar Businesses, Commonwealth Brings On $750 Million Ryan Financial Group And LPL Supports $4.4 Billion Commerce Financial Advisors
The Holiday Season Is For Judging: Football Tickets Lead To Lifetime Bar, License Revoked For A Mean Email, Dave Ramsey’s Corporate Ethics, The FTX Fiasco Hits Tom And Gisele, And Are The Phillies The Harbinger Of Recession?
Plus A Warning For M&A, The Upcoming WSR Wealth Exemplar Awards, Our New Multimedia Section, Managed Futures, Value Investing, New RIA Leaders, Recruiting News And Expert Analysis, And More
Kestra Brings On $500 Million Team, First Republic Recruits From Wells Fargo Advisors, Nordwand Capital Launches $5 Billion Multi-Family Office, Wealth Enhancement Group Adds $1 Billion Team And Daniel Schwamb Of Kestra Is Our New Recruiter Of The Month
