Latest News from WSR

Deals & Recruiting Roundup: CAPTRUST, CWC, Merit, NewEdge, LPL And More

M&A By CAPTRUST, Corient, CWC, Cerity, Summit, Merit, Beacon Pointe And Apella. Recruitments By LPL, Commonwealth And NewEdge. Strategic Hire By Concurrent.

By Chris Latham

/ 23 Dec 2024

M&A By CAPTRUST, Corient, CWC, Cerity, Summit, Merit, Beacon Pointe And Apella. Recruitments By LPL, Commonwealth And NewEdge. Strategic Hire By Concurrent.

Marcoms Roundtable: Predictions For 2025

Experts At Intention.ly, JConnelly And Craft & Capital Discuss The Evolution Of Marcoms In 2025 And How Firms Can Adapt

By Jeff Berman

/ 23 Dec 2024

Marcoms Roundtable: Predictions For 2025

Webinar: M&A Trends Favor Independent Advisors Looking To Monetize

WSR’s CEO, Larry Roth, Addresses ‘The Race To Independence’ On Income Conductor’s Trailblazer Series Of Webinars

By Julius Buchanan

/ 23 Dec 2024

Larry Roth, CEO, Wealth Solutions Report

CAPTRUST Adds About $2 Billion In Assets By Buying Two Firms

CAPTRUST Acquires Campbell Wealth Management In Virginia And TruNorth Wealth Partners In Minnesota.

By Jeff Berman

/ 20 Dec 2024

Rick Shoff, Managing Director, CAPTRUST Financial Advisors

Commonwealth Recruits Two Long Island Teams From Osaic

Full Spectrum Financial Solutions And NXT Phase Financial Services Collectively Managed Over $495 Million In Client Assets.

By Jeff Berman

/ 19 Dec 2024

Becca Hajjar, Managing Principal and Chief Business Development Officer, Commonwealth Financial Network

Corient To Buy $7.9 Billion Maine RIA

The Acquisition Of H.M. Payson, Maine’s Largest RIA, Will Expand Corient’s Footprint In The Northeast.

By Jeff Berman

/ 18 Dec 2024

Kurt MacAlpine, Partner and CEO, Corient

Investment Solutions Executives Take Center Stage

Plus Our Deals & Recruiting And Investments Roundups, Marketing And Regtech Trends For 2025, Pro Bono For The Next Gen, Sanctuary’s Integration With BNY Pershing, Advyzon’s Partnership With iCapital, Perigon’s Latest Recruit, Homrich Berg’s $6.4 Billion Acquisition And Summit’s Minority Stake

By Larry Roth

/ 17 Dec 2024

Investment Solutions Executives Take Center Stage

Branding For Independent Advisors In 2025: Key Moves And Common Pitfalls

Marketing Leader Explains How To Conduct Effective Branding, Common Mistakes And How Advisors Can Achieve Successful Branding

By James Miller

/ 17 Dec 2024

Erin Taylor, Senior Vice President of Marketing and Communications, Sowell Management

Extending Wealth Management Capabilities

Prudential Advisor’s Pat Hynes On Integration With LPL

By Janeesa Hollingshead

/ 17 Dec 2024

Pat Hynes, Head of Sales, Prudential Advisors

Investments Roundup: Nuveen, Simplify, HFR, Cerulli And More

Q&A With Michael Arone Of State Street Global Advisors – Our Investments Solutions Leader Of The Month – And Product News Featuring JP Morgan, Simplify, VistaShares, Morgan Stanley, Nuveen, Janus, Morningstar, Schwab, Cerulli And HFR.

By WSR Newsroom

/ 17 Dec 2024

Michael Arone, Managing Director, Chief Investment Strategist, State Street Global Advisors

Deals & Recruiting Roundup: MAI Capital, LPL, Hightower, Vanguard And More

Acquisitions By MAI And Homrich Berg, Avitas Merges With Lido, Strategic Investment By Hightower, Focus Establishes Business Hub, Recruiting By LPL And Perigon, Sanctuary Partners With BNY Pershing, Snowden Lane’s Retirement Program And Vanguard’s New Wealth Management Division

By Chris Latham

/ 17 Dec 2024

Deals & Recruiting Roundup: MAI Capital, LPL, Hightower, Vanguard And More

WSR Announces IS 5: Top Investment Solutions Platform Leaders

WSR’s 2024 IS 5 Honors Investment Solutions Executives From Sanctuary, Commonwealth, Cetera, Mariner And NewEdge

By Julius Buchanan

/ 17 Dec 2024

WSR Announces IS 5: Top Investment Solutions Platform Leaders

Latest News from WSR

Webinar: M&A Trends Favor Independent Advisors Looking To Monetize

CAPTRUST Adds About $2 Billion In Assets By Buying Two Firms

Commonwealth Recruits Two Long Island Teams From Osaic

Corient To Buy $7.9 Billion Maine RIA

Extending Wealth Management Capabilities

Deals & Recruiting Roundup: MAI Capital, LPL, Hightower, Vanguard And More

WSR Announces IS 5: Top Investment Solutions Platform Leaders

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