Latest News from WSR

EP Wealth Teams With Opto For More Private Markets Investments

The RIA Will Leverage Opto’s Custom Funds To Address The Needs of Its HNW And UHNW Clients.

By Jeff Berman

/ 11 Oct 2024

Adam Phillips, Managing Director of Investments, EP Wealth Advisors, and Ryan VanGorder, CEO, Opto Investments

FusionIQ Appoints Eric Noll As CEO

Firm Also Completes New Fundraising Round And Appoints New Board Directors

By Janeesa Hollingshead

/ 11 Oct 2024

Perigon Hires New CFO From Pathstone

Firm Also Adds And Fills New Positions: Director Of Operations And Director Of Transitions And Integrations

By James Miller

/ 10 Oct 2024

David Scarpello, CFO; Brian McGunnigle, Director of Operations; and Debra Dunham, Director of Transitions and Integrations, Perigon Wealth Management

Advisors Remain Dissatisfied With CRMs, F2 Strategy Report Says

Wealth Management Firms Still Struggle To Find The Right Way To Make CRMs Work For Them.

By Jeff Berman

/ 10 Oct 2024

Doug Fritz, CEO and Co-Founder, and Liz Fritz, Co-Founder, F2 Strategy

Marcoms Roundtable: Strategies For Advisors To Reach Small Business Owners

Experts At JConnelly, Graham Media Partners And Vocatus Stress Tailored Strategies, Relationship Building And More

By Jeff Berman

/ 10 Oct 2024

Marcoms Roundtable: Strategies For Advisors To Reach Small Business Owners

BlackRock And J.P. Morgan Asset Management Stake Dynasty

Existing Investor Charles Schwab Also Participated In The Minority Capital Raise

By Jeff Berman

/ 9 Oct 2024

Shirl Penney, CEO and Founder, Dynasty Financial Partners

WSR Celebrates National Hispanic Heritage Month

Plus Deals & Recruiting, Content Creator Clients, Turkey Hill On Fourth Quarter M&A, CBS On Spousal Lifetime Access Trusts, Zocks On Client Intelligence, Schwab Supports FFP’s Charity Efforts, TPG Stakes Creative Planning, TradingBlock Launches A Platform, Dynasty Appoints New Leaders And Focus Acqu

By Larry Roth

/ 8 Oct 2024

WSR Celebrates National Hispanic Heritage Month

MAI Buys $1.2 Billion RIA Halpern Financial

The Acquisition Expands MAI’s Presence Across Florida, Maryland And Virginia.

By Jeff Berman

/ 8 Oct 2024

Rick Buoncore, Executive Chairman, MAI Capital Management

Realta Appoints Paul Tyler As SVP, Director Of Business Development

Former Ameriprise Exec Will Oversee Realta’s Advisor Recruitment

By Michael Madden

/ 8 Oct 2024

‘Significant Gaps Remain’ In Hispanic Advancement

Pathfinder Winners Describe Our Industry’s Progress For The Hispanic Community And What We Must Do Next

By Janeesa Hollingshead

/ 8 Oct 2024

‘Significant Gaps Remain’ In Hispanic Advancement

Family Office Resource Group Launches With Services Platform

Firm’s Offerings Are Designed To Help Advisors And Professionals Serve UHNW Clients. It Also Announced An Equity Investment From 4100FS.

By Julius Buchanan

/ 8 Oct 2024

WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024

WSR Completes Third Year Of Pathfinder Awards By Recognizing Excellence And Achievement In Honor Of National Hispanic Heritage Month

By Janeesa Hollingshead

/ 8 Oct 2024

WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024

Latest News from WSR

EP Wealth Teams With Opto For More Private Markets Investments

FusionIQ Appoints Eric Noll As CEO

Perigon Hires New CFO From Pathstone

Advisors Remain Dissatisfied With CRMs, F2 Strategy Report Says

BlackRock And J.P. Morgan Asset Management Stake Dynasty

MAI Buys $1.2 Billion RIA Halpern Financial

Realta Appoints Paul Tyler As SVP, Director Of Business Development

‘Significant Gaps Remain’ In Hispanic Advancement

Family Office Resource Group Launches With Services Platform

WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024

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