Latest News from WSR

Deals & Recruiting Roundup: BridgePort, Focus, Bogart, Envestnet And More

Eddie Rollins Of BridgePort Is Our Recruiter Of The Month. M&A With Bogart And Wealth Enhancement. Berkshire’s And ECHELON’s M&A Reports. Focus Financial’s Network Deal. Advisor Recruiting By Carson, Compound Planning, Rockefeller And Ashton Thomas. Promotions And People Moves By Envestnet, Merit, K

By Julius Buchanan

/ 27 Jan 2025

Eddie Rollins, Managing Director, BridgePort Financial Solutions

Maximize Returns, Minimize Taxes: 5 Critical RIA Trends For 2025

Rebalancing Technology Addresses Client Needs In Tax, Wash Sales, Householding Models, Compliance And Estate Planning

By WSR Newsroom

/ 27 Jan 2025

Molly McClure, Head of North America Marketing, intelliflo

Wealth.com Appoints Ex-Nitrogen Marketing VP As Head Of Marketing

Dan Bolton’s Appointment Comes As Wealth.com Readies Launch Of Nationwide Tour To Connect With Wealth Management Firms.

By Jeff Berman

/ 24 Jan 2025

Dan Bolton, Head of Marketing, wealth.com

Cerulli: Women To Receive Much Of Wealth Expected To Change Hands Through 2048

Cerulli Projects Control Of Almost $40 Trillion To Be First Transferred To Women In Baby Boomer And Prior Generations.

By Jeff Berman

/ 23 Jan 2025

Berkshire: M&A Last Year Hit A Record, Another Strong Year In Store For 2025

Berkshire Global Advisors Published Report On Wealth Management M&A Activity

By Michael Madden

/ 23 Jan 2025

Bomy Hagopian, Partner, Berkshire Global Advisors

Compound Planning Added 4 Recent Advisors, Totaling 30 For 2024

The Firm Also Announced New Appointments To Its Leadership Team And Doubled Its AUM Last Year.

By Jeff Berman

/ 23 Jan 2025

Alex Farman-Farmaian, Co-Founder and Managing Director, Compound Planning

For A More Productive 2025, Tech And Communication Must Go Hand-In-Hand

Your Tech Stack Development And Internal Communications Must Reflect That You Are In The Relationship Business

By WSR Newsroom

/ 22 Jan 2025

Coldstream Names Bryan Shipley Chief Investment Officer

Howard Coleman Continues As Chief Legal Counsel, Named Managing Director Of Coldstream Fund Management Offering

By James Miller

/ 22 Jan 2025

Regtech Surge: Real-World Impact Of Compliance Failures On Smaller FA Firms

Five Top Compliance Failures And Ways To Mitigate The Risk

By WSR Newsroom

/ 22 Jan 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Ficomm: ‘Mismatch’ Between Advisors’ Marketing And Consumer Preferences

Following Up On Its July Study, Ficomm Says 47% Of Advisory Firms Are Depending Mainly On Referrals To Find New Clients.

By Jeff Berman

/ 22 Jan 2025

Ficomm: ‘Mismatch’ Between Advisors’ Marketing And Consumer Preferences

When Your Clients Want Reassurance After M&A

Plus Our Deals & Recruiting Roundup, Our Top 10 Stories Of 2024, Perigon’s Partnership With Goldman, Reflection’s Partnership With Newday, Recruiting By World Investments And Integrated Partners And iCapital’s Acquisition

By Larry Roth

/ 22 Jan 2025

When Your Clients Want Reassurance After M&A

Deals & Recruiting Roundup: Corient, Raymond James, Kestra, Janus And More

Acquisitions By World Investments, Corient And Mariner. Recruiting By Integrated Partners, Raymond James And RBC. Strategic Partnerships Between Perigon And Goldman, As Well As Newday And Reflection. People Moves At Kestra Financial And Janus Henderson. Snowden Lane Redeems Stake. Carson To Launch T

By Julius Buchanan

/ 20 Jan 2025

Deals & Recruiting Roundup: Corient, Raymond James, Kestra, Janus And More

Latest News from WSR

Maximize Returns, Minimize Taxes: 5 Critical RIA Trends For 2025

Wealth.com Appoints Ex-Nitrogen Marketing VP As Head Of Marketing

Cerulli: Women To Receive Much Of Wealth Expected To Change Hands Through 2048

Berkshire: M&A Last Year Hit A Record, Another Strong Year In Store For 2025

Compound Planning Added 4 Recent Advisors, Totaling 30 For 2024

For A More Productive 2025, Tech And Communication Must Go Hand-In-Hand

Coldstream Names Bryan Shipley Chief Investment Officer

Regtech Surge: Real-World Impact Of Compliance Failures On Smaller FA Firms

Ficomm: ‘Mismatch’ Between Advisors’ Marketing And Consumer Preferences

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