Latest News from WSR

Prime Capital Expands Into Atlanta Metro With Latest Acquisition

The Deal With Duluth, Georgia-Based Sugarloaf Adds $1 Billion In Client Assets To Prime Capital.

By Jeff Berman

/ 11 Feb 2025

Jason Connolly, Managing Principal, Sugarloaf Wealth Management

Breakaway NewSpring Wealth Joins Sanctuary From UBS

Kristin Larson Launches Firm, Joins Sanctuary Through Its Partnered Independence Model

By James Miller

/ 11 Feb 2025

Vince Fertitta, President, and Adam Malamed, CEO, Sanctuary Wealth

Deals & Recruiting Roundup: Emigrant, EP Wealth, AssetMark And More

M&A By Emigrant, Mercer, Summit And EP Wealth; Recruitment by Commonwealth And LPL. Strategic Partnership Between Axos And Future Capital. Promotions And People Moves By Intention.ly, Savvy, AssetMark And Mercer.

By Julius Buchanan

/ 10 Feb 2025

Deals & Recruiting Roundup: Emigrant, EP Wealth, AssetMark And More

Potential Overconcentration In Thematic ETFs – Causes And Solutions

VistaShares’ CEO Discusses How Thematic ETFs Became Overconcentrated And Potential Solutions To Bring Them Back To Their Purpose

By Jeff Berman

/ 10 Feb 2025

Mercer Names Industry Veteran Its First Head Of Client Development

Alisa Maute Joins The RIA To Lead And Expand Its Client Development Team Of Over 100 Members, Which Doubled Over The Last Two Years.

By Jeff Berman

/ 7 Feb 2025

Alisa Maute, Executive Managing Director, Head of Client Development, Mercer Advisors

Why It’s Time To Revisit Your Investment Policy Statement

Diligent Management And Regular Review Of The IPS Are Essential

By WSR Newsroom

/ 6 Feb 2025

Kevin Freehardt, Chief Investment Officer, American Trust; and Justin Morgan, Director – Fiduciary Consulting & Advisor Solutions, American Trust Wealth

Interest In ESG Remains Strong But Skepticism Persists, Cerulli Says

Screens Focused On Environmental And Living Wage Issues May Attract ESG-Friendly Clients.

By Jeff Berman

/ 6 Feb 2025

Interest In ESG Remains Strong But Skepticism Persists, Cerulli Says

Don’t Measure Your 2025 Seminar Marketing Efforts Like You Did In 2024

Broad, Holistic Measures Of Marketing Success Are Replacing Traditional Methods

By WSR Newsroom

/ 6 Feb 2025

Savvy Wealth Appoints Chief Growth Officer, Recruits Three Advisors

David Weiner To Lead Recruitment And Continued Expansion Of Savvy Wealth’s RIA, Savvy Advisors. Savvy Advisors Recruits $300 Million Nevada Team And $100 Million Kansas Advisor.

By Jeff Berman

/ 6 Feb 2025

David Weiner, Chief Growth Officer, Savvy Wealth

FSI’s OneVoice Conference Addresses Advocacy, AI, Retirement And More

Plus Our Deals & Recruiting Roundup, Our Annual Guide To Wealthtech Conferences, Cerulli’s Report On AI In Defined Contribution Plans, Sycamore’s New Surveillance Tool, Dynasty’s Recruits And CEG’s New Hires

By Larry Roth

/ 4 Feb 2025

Dale Brown, President & CEO, Financial Services Institute / EPNAC.com

Guide To Industry Conferences: Insurance

We Bring You The Key Details On The IRI Annual Conference, Insurance Innovators USA And The LIMRA Annual Conference

By Janeesa Hollingshead

/ 4 Feb 2025

Guide To Industry Conferences: Insurance

Orion: Over 50% Of Advisors Are Increasing Client-Facing Tech Investments

Most Clients Say They’re Satisfied With Their Advisors, But Many Are Open To Finding A New One If They Receive A Large Inheritance.

By Jeff Berman

/ 4 Feb 2025

Latest News from WSR

Prime Capital Expands Into Atlanta Metro With Latest Acquisition

Breakaway NewSpring Wealth Joins Sanctuary From UBS

Potential Overconcentration In Thematic ETFs – Causes And Solutions

Mercer Names Industry Veteran Its First Head Of Client Development

Why It’s Time To Revisit Your Investment Policy Statement

Interest In ESG Remains Strong But Skepticism Persists, Cerulli Says

Savvy Wealth Appoints Chief Growth Officer, Recruits Three Advisors

Guide To Industry Conferences: Insurance

Orion: Over 50% Of Advisors Are Increasing Client-Facing Tech Investments

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