Latest News from WSR

Predictions For Investment Products In 2025

Experts From VettaFi, Simplify And CAIA Discuss Predictions For ETFs, The 60/40, Private Assets, Interest Rate Impacts And More

By Julius Buchanan

/ 20 Jan 2025

Predictions For Investment Products In 2025

iCapital To Buy Wealthtech Firm Parallel Markets

The Transaction Will Streamline Digital Identity, Investment Onboarding And Compliance Verification, iCapital Says.

By Jeff Berman

/ 17 Jan 2025

Lawrence Calcano, Chairman & CEO, iCapital

Integrated Partners Enhances Retirement Services With $1 Billion Recruit

The Addition Of RetirementDNA To The RIA’s Advisor Network Also Expands Integrated’s West Coast Presence.

By Jeff Berman

/ 16 Jan 2025

Robert Sandrew, Chief Growth Officer, Integrated Partners

Marcoms Roundtable: What To Tell Clients When An Advisory Firm Is Acquired

Experts At Vocatus, Graham Media Partners And Water & Wall Discuss How Advisors Should Address Clients’ Concerns If The Firm Has Been Bought Or Received A Major Investment.

By Jeff Berman

/ 16 Jan 2025

Marcoms Roundtable: What To Tell Clients When An Advisory Firm Is Acquired

World Investments Acquires Freeman & Vannauker

New York City Area Firm With $190 Million In Assets Joins World From Osaic

By Michael Madden

/ 15 Jan 2025

Troy Hammond, CEO, World Investment Advisors

Is Your Platform What Advisors Want?

Plus Our Investments And Deals & Recruiting Roundups, Acquisitions By Mariner, Merit And Carson, 2025 Recruiting Predictions, Invest In Others’ Grants, Sanctuary’s Recruit, Scranton’s New Book And A Stratos Affiliate’s Succession Transformation

By Larry Roth

/ 14 Jan 2025

Investments Roundup: ICI, CAIS, BlackRock, HFR, Cerulli And More

Product News Featuring The Investment Company Institute, CAIS Group, BlackRock, Money Management Institute, Pantheon, Cerulli, HFR And Citi

By Julius Buchanan

/ 14 Jan 2025

Investments Roundup: ICI, CAIS, BlackRock, HFR, Cerulli And More

Deals & Recruiting Roundup: Cerity, Mariner, Sanctuary, Kestra, Merrill And More

M&A By Cerity, Mariner And Mercer; Strategic Partnerships By Sanctuary And Kestra; Sullivan Joins Procyon Partners; Strawhecker Joins Dynasty Financial; And Merrill’s New UHNW Group

By Julius Buchanan

/ 14 Jan 2025

Deals & Recruiting Roundup: Cerity, Mariner, Sanctuary, Kestra, Merrill And More

Exclusive: Reflection Asset Founder To Serve As Newday CIO As Firms Collaborate

Jason Britton Also Joins Board Of Newday, Which Will Offer RAM’s Investment Products And Leverage Reflection Analytics Tools.

By Jeff Berman

/ 14 Jan 2025

Jason Britton, Founder, Reflection Asset Management and Reflection Analytics, and Chief Investment Officer, Newday Impact

Perigon Wealth Management Adds To Goldman Sachs Relationship

Perigon Engages Goldman Sachs Custody Solutions

By Michael Madden

/ 13 Jan 2025

Arthur Ambarik, CEO, Perigon Wealth Management

Mariner Adds $292 Billion In AUA With Purchase Of Cardinal Investment Advisors

The Acquisition Boosts Mariner’s Total AUA To About $550 Billion And Supports Its 2025 Expansion Plan.

By Jeff Berman

/ 10 Jan 2025

Marty Bicknell, CEO and President, Mariner

Latest News from WSR

Predictions For Investment Products In 2025

iCapital To Buy Wealthtech Firm Parallel Markets

Integrated Partners Enhances Retirement Services With $1 Billion Recruit

World Investments Acquires Freeman & Vannauker

Top 10 WSR Stories Of 2024

Exclusive: Reflection Asset Founder To Serve As Newday CIO As Firms Collaborate

Perigon Wealth Management Adds To Goldman Sachs Relationship

Mariner Adds $292 Billion In AUA With Purchase Of Cardinal Investment Advisors

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