M&A By AlTi, Prime, Mariner, CAPTRUST, Composition And EP Wealth. Recruitment By Dynasty And Compound. Promotions And People Moves By Oppenheimer, Prudential, Mercer And Verdence.
Experts From NewEdge, Perigon, Berkshire, Bridgemark And Herbers & Company Share Insights On The Major Opportunities And Challenges Facing Wealth Management Firms That Are Seeking To Maximize Growth This Year.
Plus Our Deals & Recruiting Roundup, Practical AI For Advisors, Crypto Evolution, Sanctuary’s Minority Stake, Caprock’s Chicago Hire And TritonPoint’s Independent Ownership Model Launch
Robinhood Closes On TradePMR. Acquisition By Aquiline. Gladstone Unifying And Rebranding. LPL, Beacon Pointe And Caprock Recruits. Merchant Partners With Venning. NewEdge Partners With Envestnet And SMArtX. Bogart And Trilogy Appointments. Robertson Stephens Launches Family Office. TritonPoint Launc
