Latest News from WSR

How Advisors And RIAs Can Overcome Current Challenges

Plus Sanctuary Buys tru Independence, Our Wealthtech And News Roundups, Fidelity’s Tech Survey And SEIA’s Acquisition

By Larry Roth

/ 8 May 2024

How Advisors And RIAs Can Overcome Current Challenges

Deals & Recruiting Roundup: Sanctuary, SEIA, Avantax, Focus And More

M&A By Sanctuary Wealth, SEIA, Avantax And BIP Wealth. Recruitments By LPL Financial, Janney Montgomery Scott And EP Wealth Advisors. Strategic Hires By Focus Financial Partners And Eton Advisors. Family Office Report By J.P. Morgan.

By Chris Latham

/ 6 May 2024

Adam Malamed, CEO, Sanctuary Wealth; Brian Hughes, President, Eton Advisors; Michael Nathanson, CEO, Focus Financial Partners

Wealthtech Roundup: SMArtX, CAIS, AssetMark, Surge Ventures And More

Aaron Wormus Of SMArtX Is Our Newest Wealthtech Leader Of The Month. Partnerships By CAPTRUST With CAIS, StratiFi With Altruist, Elements With XY Planning Network. GTCR Buys AssetMark. Surge Ventures Buys Kovair. iCapital Buys Mirador. Strategic Appointments At COMPLY, F2 Strategy, Smarsh, TIFIN. FI

By Chris Latham

/ 6 May 2024

Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions

Goldman Sachs, NewEdge Address RIA Strategies Amid Market Risks

RIAs Should Boost Personalization And Adjust Their Investment Strategies To Navigate The Current Market Environment, Goldman Experts Say In Webinar With NewEdge Wealth

By Jeff Berman

/ 6 May 2024

Gregory Calnon, Co-Head of Public Investing, Goldman Sachs Asset Management (GSAM); Sylvia Yeh, Sylvia Yeh, Head of Fixed Income Wealth Solutions, GSAM; Cameron Dawson, Chief Investment Of...

The Myriad Of Challenges Facing Independent Advisors In 2024

How Independent Advisors Can Overcome Headwinds In Fee Compression, Compliance, The Labor Market, Client Expectations And Technology Costs

By WSR Newsroom

/ 6 May 2024

FusionIQ Adds FIQ Freedom Solution To Its FusionIQ One Digital Platform

Newly Launched Enhancement Supports Breakaways And Includes Compliance Tools

By Michael Madden

/ 3 May 2024

Mark Healy, CEO, and John Guthery, CIO, FusionIQ

Sanctuary Wealth Shakes Up RIA Channel With Acquisition Of tru Independence

Sanctuary CEO Malamed’s Successful Deal Creates New RIA Enterprise Leader

By Janeesa Hollingshead

/ 2 May 2024

Adam Malamed, CEO, Sanctuary Wealth, and Craig Stuvland, CEO, tru Independence

SEIA To Buy $2 Billion Cleveland-Based RIA

The Transaction, Expected To Close In June, Will Expand SEIA’s National Footprint.

By Jeff Berman

/ 1 May 2024

Brian Holmes, CEO, SEIA; Cameron Stagg, Director of M&A, SEIA; and Bill Glubiak, CEO, Cedar Brook

Fidelity Report: Advisors Who Embrace Tech Are Being Rewarded

Tech-Savvy Wealth Management Firms Are Seeing Stronger Growth, Better Client Experience And Higher Advisor Satisfaction, Fidelity Says.

By Jeff Berman

/ 1 May 2024

Marissa Herr, Head of Technology Consulting, Fidelity Institutional, and Jessica Liberi, Head of Platform Technology

Honoring Top Industry CFOs And CIOs

Plus Deals & Recruiting, Practifi On Communicating Value, Gladstone On Multiples, Rise Growth On ‘Four Pillars,’ Cresset’s Recruits, StreetCred’s New SVP, Essential Edge’s Board Appointment, FIDX’s Insurance Desk, AssetMark’s Sale And More

By Larry Roth

/ 1 May 2024

WSR Honors Second Annual CFO 5 – Top Wealth Management CFOs

WSR Recognizes Executives From Realta Wealth, Lincoln Financial Network, Summit Financial, SageView And Docupace As Leading CFOs In The Wealth Management Space

By Chris Latham

/ 1 May 2024

WSR Honors Second Annual CFO 5 – Top Wealth Management CFOs

The Evolving Role Of CIOs Over The Past 15 Years

CIOs Have Increased In Importance While Outsourcing Of Investment Services Proliferates

By Julius Buchanan

/ 30 Apr 2024

The Evolving Role Of CIOs Over The Past 15 Years

Latest News from WSR

Goldman Sachs, NewEdge Address RIA Strategies Amid Market Risks

The Myriad Of Challenges Facing Independent Advisors In 2024

FusionIQ Adds FIQ Freedom Solution To Its FusionIQ One Digital Platform

Sanctuary Wealth Shakes Up RIA Channel With Acquisition Of tru Independence

SEIA To Buy $2 Billion Cleveland-Based RIA

Fidelity Report: Advisors Who Embrace Tech Are Being Rewarded

WSR Honors Second Annual CFO 5 – Top Wealth Management CFOs

The Evolving Role Of CIOs Over The Past 15 Years

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