Latest News from WSR

Wealthtech Roundup: FusionIQ, Dynasty, Opto, Altruist And More

Mark Healy Of FusionIQ Is Our Newest Wealthtech Leader Of The Month. Partnerships By F2 Strategy And Dynasty, Eaglebrook And Franklin Templeton, FP Alpha And PreciseFP, Alai Studios And Shaping Wealth, Vestmark And Pensionmark. Product Enhancements From Opto, Altruist And Orion.

By Chris Latham

/ 2 Apr 2024

AlTi Tiedemann’s Buying East End Advisors

The Acquisition Comes Just After A Strategic Investment Of Up To $450 Million Was Made In AITi By Allianz X And Constellation Wealth.

By Jeff Berman

/ 2 Apr 2024

Michael Tiedemann, CEO, AITi Tiedemann Global; Andrew Douglass, Co-Head, Business Development Strategy, AlTi Tiedemann Global

Kingswood U.S. Continues Buildout Of Investment Banking Group

Firm Adds Four Seasoned Executives To Investment Banking Team

By James Miller

/ 2 Apr 2024

Michael Nessim, CEO, President and Managing Partner, Kingswood U.S.

Deals & Recruiting Roundup: WEG, Rockefeller, Avantax, SageView And More

WEG Acquires Piermont Wealth Management. Executive Wealth Group Joins Focus Firm Bordeaux. Recruitments By Rockefeller, LPL, Raymond James And Avantax. LaSalle St. Adds Advyzon To Tech Stack. SageView Appoints CFO And Chief Growth Officer.

By Chris Latham

/ 2 Apr 2024

Deals & Recruiting Roundup: WEG, Rockefeller, Avantax, SageView And More

How To Guide Clients As The Fed Cuts Interest Rates

RBC Portfolio Strategist Shares How Advisors Should Prepare Clients For A Falling Rate Environment

By Michael Madden

/ 1 Apr 2024

Tom Garretson, Senior Portfolio Strategist, RBC Wealth Management

Three Keys For Advisory Firms Looking To Grow By Acquisition

Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions

By Michael Madden

/ 1 Apr 2024

Three Keys For Advisory Firms Looking To Grow By Acquisition

FP Alpha Teams With PreciseFP To Help Advisors With Advanced Planning

The Deal Will Leverage PreciseFP’s Integration Partnerships To Assist Advisors Using Financial Planning Software Not Yet Integrated With FP Alpha.

By Jeff Berman

/ 28 Mar 2024

Andrew Altfest, CEO and Founder, FP Alpha

Top 2024 Wealthtech Trends Include Growing Presence Of AI

Industry Tech Experts Also Point To More Digital Platforms Offering Customization.

By Jeff Berman

/ 28 Mar 2024

Top 2024 Wealthtech Trends Include Growing Presence Of AI

Ask Your New Firm These Questions Before Making The Switch

Great Transition Support Requires Access To Honest And Knowledgeable Senior Leaders

By WSR Newsroom

/ 27 Mar 2024

Paige Swartzendruber, Chief Business Development Officer, Berthel Fisher Companies

Announcing The Top Women Industry Leaders

Plus My Quarterly M&A Review, AI And Behavioral Finance, The Deals & Recruiting Roundup, Binah Capital Goes Public, Raymond James’ Executive Moves, Proactive Compliance, Early Succession Planning, FusionIQ’s New Strategic Advisor, Caprock’s First Acquisition And Vestmark’s Partnership With Pensionma

By Larry Roth

/ 27 Mar 2024

Announcing The Top Women Industry Leaders

Advisors Still Need To Communicate More With Clients

Three Of Four Advised Clients Who Responded To A Recent YCharts Survey Said They Switched Or Considered Switching Advisors Last Year.

By Jeff Berman

/ 27 Mar 2024

Morningstar CIO’s Advice To Women Considering Investment Careers

CIO Of The Year Advises Curiosity, Humility, Dedication And Reading; Describes Her Approach To Managing A Quarter Trillion In Assets

By Michael Madden

/ 26 Mar 2024

Marta Norton, Chief Investment Officer for the Americas, Morningstar Wealth

Latest News from WSR

AlTi Tiedemann’s Buying East End Advisors

Kingswood U.S. Continues Buildout Of Investment Banking Group

How To Guide Clients As The Fed Cuts Interest Rates

Three Keys For Advisory Firms Looking To Grow By Acquisition

FP Alpha Teams With PreciseFP To Help Advisors With Advanced Planning

Top 2024 Wealthtech Trends Include Growing Presence Of AI

Ask Your New Firm These Questions Before Making The Switch

Advisors Still Need To Communicate More With Clients

Morningstar CIO’s Advice To Women Considering Investment Careers

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