Latest News from WSR

Expanding Your RIA Footprint In 2025: The Importance Of Being Intentional

Industry Veterans At Sowell, BridgePort And Sanctuary Predict The 2025 RIA Recruiting Landscape

By Janeesa Hollingshead

/ 9 Jan 2025

Expanding Your RIA Footprint In 2025: The Importance Of Being Intentional

Sound Income Group Founder Shares His Blueprint For Advisor Success

David Scranton Outlines His Approach And Values In His Newly Published Fourth Book ‘Attract & Grow’

By Michael Madden

/ 9 Jan 2025

David Scranton, Founder & CEO, Sound Income Group

Sanctuary Wealth Nabs $700 Million Hillguard Wealth From Truist

Miami-Based UHNW International Firm Led By Marcello Zaffaroni And Juan Martin Campuzano Joins Sanctuary Global Division

By Janeesa Hollingshead

/ 9 Jan 2025

Invest In Others Announces Winners Of 2024 Grant Program Funding

Charitable Foundation Grants $301,600 To 17 Nonprofits Supported By Financial Advisors.

By Jeff Berman

/ 9 Jan 2025

Stratos Affiliate Pettinelli Completes Multi-Year Realignment

Founder Transitions From Daily Operations At $750 Million Firm, Which Introduces Internal Integrated Team Approach And 100% Employee Ownership Model

By James Miller

/ 8 Jan 2025

Jon Pettinelli, President, Pettinelli Financial Partners

Carson Group Buys Out $1 Billion Carson Wealth Advisory Firm

Carson Wealth Cedar Rapids’ Las Vegas Office Is Included In The Deal.

By Jeff Berman

/ 8 Jan 2025

Advocacy Remains A Key Priority In 2025

Plus 2024 Deals & Recruiting Highlights, StreetCred Advises On Media Relations And iShares Launches A Buffer ETF

By Larry Roth

/ 7 Jan 2025

Merit Acquires $739 Million Firm In Pennsylvania

Zimmermann Investment Management & Planning Is Merit’s Fourth Office In The State.

By Jeff Berman

/ 7 Jan 2025

Tyler Vernon, Managing Principal, Merit Financial Advisors

Deals & Recruiting Roundup: Top News For Each Month Of 2024

The Top Deals And Recruiting News Of 2024 Includes Acquisitions By CWC, LPL, Mercer, Arax, KKR, Sanctuary Wealth, CW Advisors, IEQ, Pathstone And CAPTRUST; Recruitment By Raymond James; And Fisher Investments’ Minority Stake Sale

By Julius Buchanan

/ 6 Jan 2025

Deals & Recruiting Roundup: Top News For Each Month Of 2024

Concurrent: How To Build A Platform That Advisors Love

Managing Director Of Advisor Engagement And Enterprise Development Joe Mooney Explains The Role Of Technology And More In Building The Right Advisor Platform.

By Jeff Berman

/ 6 Jan 2025

Joe Mooney, Managing Director, Advisor Engagement and Enterprise Development, Concurrent Investment Advisors

BlackRock Launches New iShares Buffer ETF

The Firm Says It Has Seen Significant Interest In Buffer ETFs Amid Today’s Turbulent Market Environment

By Jeff Berman

/ 6 Jan 2025

BlackRock Launches New iShares Buffer ETF

At The M&A Buffet, Take Time To Digest

Plus Our Wealthtech And Deals & Recruiting Roundups, My Webinar With Income Conductor, Marcoms Predictions, Preparing Clients For The Future And Giving Them Certainty In Uncertain Times

By Larry Roth

/ 31 Dec 2024

Latest News from WSR

Expanding Your RIA Footprint In 2025: The Importance Of Being Intentional

Sound Income Group Founder Shares His Blueprint For Advisor Success

Sanctuary Wealth Nabs $700 Million Hillguard Wealth From Truist

Invest In Others Announces Winners Of 2024 Grant Program Funding

Stratos Affiliate Pettinelli Completes Multi-Year Realignment

Carson Group Buys Out $1 Billion Carson Wealth Advisory Firm

Merit Acquires $739 Million Firm In Pennsylvania

Concurrent: How To Build A Platform That Advisors Love

BlackRock Launches New iShares Buffer ETF

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