Plus Our Investments And Deals & Recruiting Roundups; M&A And Organic Growth; Studies On Next Gen, Private Markets And Organic Growth; Sanctuary’s Recruit; Trilogy’s Hire; PreciseFP’s Upgrades; And GeoWealth’s Private Models
Sid Yenamandra Of SurgeONE.ai, Kaitlyn Wulfken Of Compliance Risk Concepts And Todd Spillane Of Essential Edge Share Insights On How DOL Secretary Lori Chavez-DeRemer And SEC Chairman Paul S. Atkins Could Overhaul Rules For The Wealth Management Industry.
Acquisitions By Waverly, Bluespring And AssetMark. New M&A Portal By Alaris. Recruiting By Sanctuary And HB. Wealth.com And Indivisible Partner. LPL Lowers Fees. Appointments By Trilogy, Financial Planning Association, Essential Edge And Modern Wealth.
