Latest News from WSR

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

M&A By Lido. Funding Round By Altruist. ECHELON M&A Report. Minority Investment By Elevation Point. Recruitment By RFG, Raymond James, DayMark, Strategic Blueprint and Kestra. Appointments By SEIA And Sound Income Group. And Merrill Sees An Exit To RBC.

By WSR Newsroom

/ 29 Apr 2025

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

WSR Honors PRO 4: Top Wealth Management Professional Services Firms

WSR Honors Essential Edge, Intention.ly, Lone Willow Advisors And Seward & Kissel In Its Third Annual Recognition Of Specialist Firms

By Julius Buchanan

/ 29 Apr 2025

WSR Honors PRO 4: Top Wealth Management Professional Services Firms

Industry Consolidation And Important Conversations

Executives From Cambridge, Perigon And Sanctuary Reflect On Consolidations Such As LPL’s Acquisition Of Commonwealth

By Janeesa Hollingshead

/ 28 Apr 2025

Industry Consolidation And Important Conversations

IFG Names Kevin M. Keefe President And COO To Enhance Growth

Kevin M. Keefe Joins Independent Financial Group. Founder Scott Heising To Focus On CEO Role.

By Jeff Berman

/ 28 Apr 2025

Kevin M. Keefe, President and Chief Operating Officer, Independent Financial Group

SEIA Appoints Industry Veteran President To Accelerate Growth Strategy

Matt Matrisian Joins SEIA After 15 Years With AssetMark, Most Recently As Its Head Of Client Growth.

By Jeff Berman

/ 25 Apr 2025

Matt Matrisian, President, Signature Estate & Investment Advisors

SFA Partners’ Strategic Blueprint Recruits Advisory Firms With $200 Million From Osaic

RIA Strategic Blueprint Adds Seattle-Area And North Carolina Advisory Firms

By James Miller

/ 24 Apr 2025

Jamie Mackay, President & COO, SFA Partners

The Future Of Estate Planning Is AI-Powered, Advisor-Led And Client-Focused

Human-Guided AI Is Transforming Estate Planning By Equipping Advisors, And We’re Just In The Early Stages

By WSR Newsroom

/ 24 Apr 2025

Seungwoo Son, Vice President of Applied AI, wealth.com

BlackRock Projects Investor Demand Could Drive Bond ETFs To $6 Trillion By 2030

Firm Highlights Bond ETF Innovation As Key To Navigating The Market And Capturing A ‘Generational Opportunity’ In Fixed Income

By Jeff Berman

/ 24 Apr 2025

Stephen Laipply, Global Co-Head of iShares Fixed Income ETFs, and Brett Pybus, Global Co-Head of iShares Fixed Income ETFs and Head of iShares EMEA Product Strategy, BlackRock

Why ‘Don’t Fix What Isn’t Broken’ Is Breaking Your Firm

Technology Upgrades Aren’t Enough. Upgrade Your Processes And Evolve Continually.

By WSR Newsroom

/ 23 Apr 2025

Randy Lambert, Head of RIA Solutions, Intention.ly

The Evolution Of Retirement Plans: What Plan Sponsors Need To Know

In 2025 And Beyond, Retirement Plans Must Holistically Address Employee Stress, Needs And Financial Wellness

By WSR Newsroom

/ 23 Apr 2025

Christian Mango, EVP & National Practice Leader of Retirement Plan Services, Alera Group

Regtech Surge: The Compliance Challenge

Technology Solutions Help With Compliance Issues Such As Data Security, Audit Trails, Siloed Data, Policy Gaps And More

By WSR Newsroom

/ 23 Apr 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Raymond James Adds $325 Million Alaska Advisor From Edward Jones

Al Biss Was Previously Affiliated With Edward Jones For Over 25 Years.

By Jeff Berman

/ 23 Apr 2025

Al Biss, Financial Advisor, Biss Wealth Partners

Latest News from WSR

WSR Honors PRO 4: Top Wealth Management Professional Services Firms

Industry Consolidation And Important Conversations

IFG Names Kevin M. Keefe President And COO To Enhance Growth

SEIA Appoints Industry Veteran President To Accelerate Growth Strategy

SFA Partners’ Strategic Blueprint Recruits Advisory Firms With $200 Million From Osaic

The Future Of Estate Planning Is AI-Powered, Advisor-Led And Client-Focused

BlackRock Projects Investor Demand Could Drive Bond ETFs To $6 Trillion By 2030

Why ‘Don’t Fix What Isn’t Broken’ Is Breaking Your Firm

The Evolution Of Retirement Plans: What Plan Sponsors Need To Know

Regtech Surge: The Compliance Challenge

Raymond James Adds $325 Million Alaska Advisor From Edward Jones

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