Latest News from WSR

Stay Focused: Dangers To Our Industry Remain After Elections

Advocacy Must Continue As The Political And Regulatory Landscape Shifts

By WSR Newsroom

/ 30 Dec 2024

Dale Brown, President & CEO, Financial Services Institute

Deals & Recruiting Roundup: SEIA, Raymond James, Osaic, Citi, And More

M&A By Focus And Savant. Advisor Recruitments By Raymond James And Bison Wealth. Osaic Partners With HarborOne. J.P. Morgan Wealth Management Tops J.D. Power Ranking. Strategic Appointments By Cetera, Ameriprise, WCG And Citi. And Cameron Stagg Of SEIA Is Our Newest Recruiter Of The Month.

By Chris Latham

/ 30 Dec 2024

Wealthtech Roundup: Catchlight, Interactive Brokers, Advyzon, Opto And More

Q&A With Wilbur Swan Of Catchlight – Our Wealthtech Leader Of The Month – And Product News Featuring Orion, Interactive Brokers, InvestCloud, Advyzon, LPL, TIFIN @ Work, Future Capital, F2 Strategy And Opto.

By Chris Latham

/ 30 Dec 2024

Wilbur Swan, CEO & Co-Founder, Catchlight

How NOT To Talk To The Media

A Financial Advisor’s Guide To Avoiding Mistakes Engaging with the media can be a powerful way to build your reputation and share your expertise, but there are all too

By WSR Newsroom

/ 29 Dec 2024

Being Certain When Surrounded By Uncertainty

In Uncertain Times, Communicate Clearly To Your Clients With Authority

By WSR Newsroom

/ 29 Dec 2024

Being Certain When Surrounded By Uncertainty

The Burning Question: Are My Clients Financially Future Ready?

As Advisors, We Must Take A Multi-Faceted, Proactive Approach To Give Clients Peace Of Mind About Retirement

By WSR Newsroom

/ 29 Dec 2024

George Zaharopoulos, Senior Wealth Advisor, Measured Wealth

Integration Or Indigestion? Making It Work After The Deal Closes

Firms Often Acquire First Then Plan How To Integrate, Which Leads To ‘Indigestion.’ My Quarterly Review Of Wealth Management M&A Explores This Trend With Experts From Lone Willow, Great Hill Partners And Coldstream.

By Larry Roth

/ 26 Dec 2024

Larry Roth, CEO, Wealth Solutions Report

Your Brand Will Make A Difference In 2025

Plus Our Deals & Recruiting Roundup, Prudential’s Transition to LPL, Corient’s Purchase Of Maine’s Largest RIA, Commonwealth’s Long Island Recruits And CAPTRUST’s Acquisition Of Two Firms

By Larry Roth

/ 23 Dec 2024

Deals & Recruiting Roundup: CAPTRUST, CWC, Merit, NewEdge, LPL And More

M&A By CAPTRUST, Corient, CWC, Cerity, Summit, Merit, Beacon Pointe And Apella. Recruitments By LPL, Commonwealth And NewEdge. Strategic Hire By Concurrent.

By Chris Latham

/ 23 Dec 2024

M&A By CAPTRUST, Corient, CWC, Cerity, Summit, Merit, Beacon Pointe And Apella. Recruitments By LPL, Commonwealth And NewEdge. Strategic Hire By Concurrent.

Marcoms Roundtable: Predictions For 2025

Experts At Intention.ly, JConnelly And Craft & Capital Discuss The Evolution Of Marcoms In 2025 And How Firms Can Adapt

By Jeff Berman

/ 23 Dec 2024

Marcoms Roundtable: Predictions For 2025

Webinar: M&A Trends Favor Independent Advisors Looking To Monetize

WSR’s CEO, Larry Roth, Addresses ‘The Race To Independence’ On Income Conductor’s Trailblazer Series Of Webinars

By Julius Buchanan

/ 23 Dec 2024

CAPTRUST Adds About $2 Billion In Assets By Buying Two Firms

CAPTRUST Acquires Campbell Wealth Management In Virginia And TruNorth Wealth Partners In Minnesota.

By Jeff Berman

/ 20 Dec 2024

Rick Shoff, Managing Director, CAPTRUST Financial Advisors

Latest News from WSR

Stay Focused: Dangers To Our Industry Remain After Elections

How NOT To Talk To The Media

Being Certain When Surrounded By Uncertainty

The Burning Question: Are My Clients Financially Future Ready?

Integration Or Indigestion? Making It Work After The Deal Closes

Webinar: M&A Trends Favor Independent Advisors Looking To Monetize

CAPTRUST Adds About $2 Billion In Assets By Buying Two Firms

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