Latest News from WSR

Attracting The Next Gen, M&A Advantages And Quantitative Oversight

Plus AI Uses, Deals & Recruiting And Wealthtech Roundups, Beacon Pointe’s Retirement Hire, Integrated’s Recruitment, LPL Recruits From Merrill And Cetera Appoints A Head For RIA Blueprint

By Larry Roth

/ 4 Jun 2025

Attracting The Next Gen, M&A Advantages And Quantitative Oversight

Sammons To Buy $8 Billion RIA Wealthcare From NewSpring

‘Well Capitalized’ Sammons Intends To Continue Expansion In Wealth Management

By Jeff Berman

/ 4 Jun 2025

Matt Regan, President and CEO, Wealthcare Capital Management

Wealthtech Roundup: Envestnet, Surge, Carson, Raymond James And More

News Featuring Envestnet, Surge, Carson, Raymond James, Vestmark, Jump, TIFIN, Amplify, AdvisorEngine, Modern Wealth, Cetera And Arete Wealth

By WSR Newsroom

/ 4 Jun 2025

Wealthtech Roundup: Envestnet, Surge, Carson, Raymond James And More

A Strong C-Suite Is The Cornerstone For RIA Growth

Founder-Led RIAs Must Build Out A Leadership Bench In Alignment With Their Goals And Needs

By WSR Newsroom

/ 3 Jun 2025

Terri Kallsen, Managing Partner, Rise Growth Partners

Deals & Recruiting Roundup: Carson, RBC, Ashton Thomas And More

M&A By Carson And Simon Quick. Recruiting By RBC Wealth, Beacon Pointe, LPL And Integrated Partners. Garrett D’Alessandro Debuts Sandro Wealth. FSI launches Career Portal. AdvisorEngine And TradePMR Join Forces. Appointments By LPL And Cetera.

By WSR Newsroom

/ 3 Jun 2025

Deals & Recruiting Roundup: Carson, RBC, Ashton Thomas And More

FP Alpha Launches Enhanced Version Of Its Estate Insights Tech Platform

The Firm’s Estate Insights 2.0 Will Help Advisors Offer Deeper, More Actionable Planning, It Says.

By Jeff Berman

/ 3 Jun 2025

Rachel Schwab, Head of Product, FP Alpha

Mercer Buys Second RIA In Oklahoma, With $2 Billion In Assets

Oklahoma City-Based Full Sail Capital To Immediately Take Mercer Brand

By Jeff Berman

/ 3 Jun 2025

Cetera Appoints Ex-Envestnet Exec Head Of Its RIA Blueprint Platform

Andina Anderson Has Also Been Named Cetera’s Managing Director, Digital Solutions

By Jeff Berman

/ 30 May 2025

Andina Anderson, Managing Director, Digital Solutions, and Head of RIA Blueprint, Cetera Financial Group

Beacon Pointe Adds Veteran Retirement Specialist

The Addition Of Greg Mykytyn Is Part Of Beacon Pointe’s Expanding Retirement Plan Services In Dallas-Fort Worth

By Jeff Berman

/ 29 May 2025

Greg Mykytyn, Partner and Senior Wealth Advisor, Beacon Pointe Advisors

Mai Park Joins LPL’s Employee Advisor Channel From Merrill Lynch

Newport Beach, California-Based Park Had $330 Million In Client Assets At Merrill

By Michael Madden

/ 29 May 2025

Mai Park, Managing Director, Private Wealth Manager, Mai Park Capital

FSI Launches FinancialCareers.org To Attract Prospective Advisors

The Website Targets Next Gen And Career Changers, Features Career Resources And Job Listings In The Independent Financial Services Sector.

By Jeff Berman

/ 28 May 2025

Dale Brown, President & CEO, Financial Services Institute

How M&A Is Reshaping Wealth Management And Client Experience

Technology Onboarded From Acquirors Can Enhance Efficiency And Personalization At The Same Time

By WSR Newsroom

/ 28 May 2025

Allen Darby, Founder & CEO, Alaris Acquisitions

Latest News from WSR

Sammons To Buy $8 Billion RIA Wealthcare From NewSpring

A Strong C-Suite Is The Cornerstone For RIA Growth

FP Alpha Launches Enhanced Version Of Its Estate Insights Tech Platform

Mercer Buys Second RIA In Oklahoma, With $2 Billion In Assets

Cetera Appoints Ex-Envestnet Exec Head Of Its RIA Blueprint Platform

Beacon Pointe Adds Veteran Retirement Specialist

Mai Park Joins LPL’s Employee Advisor Channel From Merrill Lynch

FSI Launches FinancialCareers.org To Attract Prospective Advisors

How M&A Is Reshaping Wealth Management And Client Experience

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