Latest News from WSR

Hiring Next Gen Advisors Directly From The College Campus

Plus Our Deals & Recruiting Roundup, Tax Strategy, Wealth.com And eMoney’s Partnership, Perigon’s Promotions, EP Wealth’s And Creative’s Acquisitions, Stifel’s Recruiting And Essential Edge’s Partnership With RegEd

By Larry Roth

/ 22 Apr 2025

Hiring Next Gen Advisors Directly From The College Campus

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Acquisitions By EP Wealth, Creative Planning And Pure Financial. Recruiting By Bleakley, Stifel, RBC And Raymond James. Constellation Stakes Procyon. Schwab Stakes Wealth.com. Perigon, Savvy And InvestCloud Make Appointments.

By WSR Newsroom

/ 22 Apr 2025

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

RFG Advisory Recruits North Carolina Advisor From Edelman

RFG Also Expanded Its Pacific Northwest Footprint By Recruiting An Advisor In Portland, Oregon.

By Jeff Berman

/ 22 Apr 2025

Abby Salameh, Chief Growth Officer, RFG Advisory

Essential Edge And RegEd Partner On Outsourced Solution For Branch Exams

Firms Team Up To Offer End-To-End Solution, Combining Regtech With Professional Compliance Consulting

By Michael Madden

/ 21 Apr 2025

Sander Ressler, Co-Owner & Managing Director, Essential Edge Compliance Outsourcing Services

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

Three Ex-Merrill Private Wealth Management Advisors Join Stifel’s Broker-Dealer Subsidiary In Dallas

By Jeff Berman

/ 18 Apr 2025

Melissa Transier and Chris Green, Managing Directors/Investments, Stifel, Nicolaus & Company

EP Wealth Advisors Enters Greater Cincinnati Market With $385 Million RIA

The Addition Of AlphaMark Advisors In Kentucky Boosts EP Wealth’s Midwest Footprint.

By Jeff Berman

/ 16 Apr 2025

Creative Planning Acquires $1 Billion California Firm

Monterey Private Wealth Is The Latest Acquisition Since Creative Planning Received A Minority Investment From TPG In September

By Michael Madden

/ 16 Apr 2025

Peter Mallouk, President and CEO, Creative Planning

To Prepare For A Sale, Learn About Potential Buyers

Plus Our Deals & Recruiting And Investment Roundups, Our Guide To Compliance Conferences, Equipping Advisors For Market Turmoil, Dividends Reducing Risk, Appointments By Docupace And IiO, Modern’s Purchases, Janus’ Partnership With Guardian And More

By Larry Roth

/ 16 Apr 2025

To Prepare For A Sale, Learn About Potential Buyers

From Campuses To Offices: Cultivating Next Gen Advisors Directly Out Of College

Why Recruiting Junior Financial Advisors Directly From College Works

By Janeesa Hollingshead

/ 15 Apr 2025

From Campuses To Offices: Cultivating Next Gen Advisors Directly Out Of College

Wealth.com Teams With eMoney On Estate And Financial Planning

The Integration Uses AI To Avoid Manual Data Entry And Ensure Real-Time Synchronization Of Financial Information

By Jeff Berman

/ 15 Apr 2025

Danny Lohrfink, Co-Founder and Chief Product Officer, Wealth.com

Investments Roundup: CAIS, Robinhood, Blackrock, HFR And More

News Featuring CAIS, Robinhood, BlackRock, HFR, State Street, Ethic, Precidian, Oppenheimer, GBI, World, Janus Henderson, Guardian, Lazard And Schwab.

By WSR Newsroom

/ 15 Apr 2025

Investments Roundup: CAIS, Robinhood, Blackrock, HFR And More

Deals & Recruiting Roundup: Modern Wealth, Ameriprise, Docupace And More

Acquisitions By Modern Wealth, Bain Capital And Prospera. Recruiting By Ameriprise, Osaic And Raymond James. Alaris On Retaining Clients During Transition. Merit Partners With Fidelity. Appointments By Crescent Grove, Soltis, Bluespring and Docupace.

By WSR Newsroom

/ 15 Apr 2025

Jason Gordo, Ellen Cooper and Pradeep Jayaraman

Latest News from WSR

RFG Advisory Recruits North Carolina Advisor From Edelman

Essential Edge And RegEd Partner On Outsourced Solution For Branch Exams

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

EP Wealth Advisors Enters Greater Cincinnati Market With $385 Million RIA

Creative Planning Acquires $1 Billion California Firm

From Campuses To Offices: Cultivating Next Gen Advisors Directly Out Of College

Wealth.com Teams With eMoney On Estate And Financial Planning

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